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Gary S. Williams: 8 areas to look at for year-end planning
Posted by: Gary S. Williams on 2013-12-05
With the end of the year approaching, it’s a wonderful time to begin organizing your finances for the new year. We’ve put together a list of important financial planning topics that warrant consideration….
Gary S. Williams: Understanding how correlation works
Posted by: Gary S. Williams on 2013-04-21
Investors hear a lot about the benefits of asset allocation, that is, spreading your assets among different types of investments to help reduce risk. But less discussed is an equally important measurement: correlation, which is a way to measure how closely related two types of investments are. In theory, you could be invested in multiple securities of differing types and classes, but if they are all closely correlated, your portfolio may not be as diverse as you think — and could open you up to more risk than you intended….
Financial Planning Association: Investors should choose with an eye on inflation
Posted by: Financial Planning Association on 2013-03-27
Economists and market watchers have been warning investors about the prospect of increased inflation since the housing bubble burst in 2007….
Gary S. Williams: Managing inherited assets takes diligence
Posted by: Gary S. Williams on 2013-01-27
Your options in managing assets that you inherit from a loved one’s qualified retirement plan may depend on the type of plan in question — for example, 401(k)/403(b) plan or IRA — and your relationship to the deceased….
Gary S. Williams: Estate plan ensures wishes are carried out
Posted by: Gary S. Williams on 2012-11-04
You work hard all your life to make ends meet, and if possible, set aside money for people you care about. Developing an estate plan can help ensure that your wishes are carried out after you’re gone….
Gary S. Williams: Consider implications of working at home
Posted by: Gary S. Williams on 2012-10-21
If you’re considering running your business out of your home, there are a number of considerations you’ll want to take into account….
Gary S. Williams: Options for saving for your child’s education
Posted by: Gary S. Williams on 2012-09-16
A college education is one of the best investments you can make for your child’s future. But the high cost of college may alarm you — especially if you’ve waited too long to begin saving. For example, a Coverdell Education Savings Account (formerly referred to as the Education IRA), with its annual contribution limit of…
Gary S. Williams: Long-term, short-term disability insurance a good idea
Posted by: Gary S. Williams on 2012-09-05
Disability insurance addresses lost wages that stem from an inability to work. Long-term care insurance, in contrast, addresses expenses associated with medical care provided to you in your home, a nursing home, a rehabilitation center or an assisted living facility….
Gary S. Williams: More investors are turning to alternatives
Posted by: Gary S. Williams on 2012-08-26
Recent studies indicate that investors are turning increasingly to commodities, hedge funds, private equity and other alternative investments to bolster returns and diversify their holdings….
Gary S. Williams: Pay attention to IRS rules on inheritances
Posted by: Gary S. Williams on 2012-07-15
If you recently inherited retirement assets from a deceased loved one, it is important to pay attention to IRS rules that govern this type of bequest. Your options in managing this money typically depend on your relationship to the deceased and the type of retirement account (401(k) or 403(b) plan, IRA or annuity that you…