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Financial Steps to Take When a New Bundle of Joy Arrives

The arrival of a newborn is a joyous occasion. Even while emotions are at their peak, though, you shouldn’t neglect the practical aspects. Several steps should be taken to protect the family’s finances, and...

Taxable or Tax-Deferred? Drawing on Your Retirement

Some people enter retirement holding an IRA as well as a taxable account. If cash is needed, they often choose to take the money from the taxable account. Example 1: Joy Larson needs $4,000 a month from her...

PTO: How to Avoid Policy Confusion

Employers may think it’s ironic that would-be workers often focus on how much time they won’t be working, when they consider job offers. However, it’s clear that offering time off may help to attract and...

Custom TDFs: A Fast-Growing Investment Segment

According to Morningstar, target-date funds (TDFs) attracted nearly $70 billion in 2015. Another research firm, Cerulli Associates, has predicted that 88% of new 401(k) contributions will go into TDFs by the...

HLB International Appoints New Members in China and Malta

HLB International, one of the leading global accountancy networks with presence in 130 countries, continues its growth with the recent signing of new members in China and Malta. China GP CPAs LLP joins the...

Are You Giving Up Free Money?

Many companies offer 401(k) or similar retirement plans to their employees, and an employer match might be available. If that’s the case, you should contribute to the plan at least enough to get the full...

Campus Tax Credits Top Tax Deductions

Besides financial aid, specific tax benefits can reduce the net cost of sending a child to college. Among the three major tax breaks—American Opportunity Tax Credit, Lifetime Learning Credit, tuition and fees...

Make the Most of College Financial Aid

The net price of higher education will depend on the amount of financial aid that’s received. The greater the financial aid, the lower the net cost of college. In order to obtain financial aid, a key step is...

The Sticker Price of Higher Education

The College Board reports that full-time students at private institutions typically paid almost $44,000 for tuition, fees, room and board during the 2015-2016 academic year. That’s the average, so costs at...

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