|
Basics of Investing
Excerpted from "Investing Essentials"
Help protect yourself from avoidable investment mistakes by learning about risk, return,
and diversification.
Download PDF
Paying for College
Excerpted from "Guide to Saving for College"
You can turn to a number of sources—like college savings plans, grants, and guaranteed
loans—to cover the cost of college.
Download PDF
Credit: Convenience with a Caution
Excerpted from "Welcome to Your Financial Life"
Credit helps you pay for things you otherwise wouldn't be able to afford.
But, make sure you don't spend more than you can easily repay.
Download PDF
Annuity Income
Excerpted from "Guide to Understanding Annuities"
Whether you purchase a deferred annuity or an immediate one, you'll receive income for retirement.
Download PDF
Expect the Unexpected
Excerpted from "A Woman's Guide to Personal Finance"
Knowledge, awareness, and preparation can help you weather unexpected financial emergencies.
Download PDF
How a Managed Account Works
Excerpted from "Your Guide to Managed Accounts"
The three key players in a managed account are you, the client, your financial
adviser, and your investment manager.
Download PDF
Creating Income
Excerpted from "Planning Your Retirement Income"
Making sure you have retirement assets for income, emergencies, and long-term growth can
help keep you ahead of inflation and living comfortably in retirement.
Download PDF
Direct Investment Overview
Excerpted from "Guide to Understanding Direct Investments"
Direct investment in hard assets such as real estate, leased equipment, and energy
resources, is an alternative asset class you may want to consider adding to your portfolio.
Download PDF
Rebalancing Acts
Excerpted from "Guide to Managing Your 401(k)"
If you're getting closer to retirement or the market is moving,
it may be time to rebalance your 401(k) portfolio.
Download PDF
|
What Is a 529 Plan?
Excerpted from "Guide to Understanding 529 Plans"
A 529 plan is a specific investment program designed to ease the burden of
paying for college by providing a tax break.
Download PDF
Recognizing Stocks Scams
Excerpted from "Essential Guide to Safe Investing"
Knowing how to identify common types of securities fraud — like pump and dump,
boiler rooms, churning, reload scams, and unregistered securities — can help you avoid them.
Download PDF
What is a Donor Advised Fund?
Excerpted from "Your Guide to Donor Advised Funds"
A donor advised fund is one way to organize your philanthropic giving
and support causes that are important to you, for your lifetime and beyond.
Download PDF
The Power of Investing
Excerpted from "A Woman's Guide to Investing"
The four basic things you need to know to invest successfully are: what your
financial goals are, which investments are available, how they work, and why specific ones may help
you meet your goals.
Download PDF
Salary Reduction Plans
Excerpted from "Guide to Saving for Retirement"
If you want to diversify your retirement fund investments, 401(k)s, 403(b)s,
and 457 plans are the right vehicles.
Download PDF
Pensions Decisions
Excerpted from "Guide to Managing Retirement Income"
There are many ways you can collect your retirement income: in a lump sum, through an
annuity, from a defined benefit plan, or a defined contribution plan, to name a few.
Download PDF
The Right Moves
Excerpted from "Guide to Managing Retirement Income"
You can use a number of basic investing techniques — like dollar cost averaging,
tax-exempt investing, and laddering — to help build your long-term portfolio.
Download PDF
Understanding Asset Allocation
Excerpted from "Guide to Asset Allocation"
Asset allocation is a strategic tool you can use to help protect your
portfolio against some of the risks of investing.
Download PDF
|
