In our ongoing college savings series, we explore using a Roth IRA as a college savings plan. This may be attractive if you are afraid your student isn't going to choose a traditional college education, but there are a lot of factors you need to know before pursuing the Roth IRA strategy.
The stock market drop on 8/21 may have you scared that we've entered a bear market. Here's some reasons not to be afraid.
Jon's rule: Make sure you are participating in your company's retirement plan. Get that 401K match!
Coverdell ESAs offer both more and less flexibility than a 529 plan. Learn why a 529 plan might be right for you.
Index funds do such a good job of providing good returns at low costs, even Warren Buffett recommends them. Learn what is an index fund, how you invest in an index fund, and how to choose an index fund that is right for you.
If you have college in your future, or in the future of someone you care for, you need to prepare for the expenses. Learn the basic facts of the 529 plan: How it works, who can contribute, and how you can use one to fund college expenses.
Knowing your risk tolerance is important to help you make sure that your investments are appropriate to your personal situation as well as to your emotional comfort level. Learn the basics of choosing the right investments for you, and how to adjust your investments when your personal preferences don't match your financial situation.
The Real Estate Investment Trust (REIT) has become a popular tool for investing in the real estate market, adding income and diversification to an investment portfolio. Learn about the different kinds of REITs and how they work so you can see if a REIT is a good investment for you.
Sometimes the best advice comes from the most unlikely places. About 22 years ago, while watching a business news channel, I noticed a rather grandfatherly-looking gentleman with white hair, a white beard and glasses on a commercial. “Hi, I am Bill Berger, president of the Berger Funds…” He began to speak about the ups and downs …