More From Scott Bernard Nelson - Page 5


Making Your Estate Plan Flexible

Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws.

Rooting Around

When you're looking to invest in a mutual fund, dig deeper than past performance.

Trust Me

One way to cover your assets when creditors come knocking

Brace Yourself

Want to avoid getting hit by the IRS? Plan ahead.

Do It Your Way

Tailor your portfolio with separately managed accounts.

Good Funds Gone Bad

Should you dump shares of fund companies implicated in scandals?

Under Fire

Is it still possible to invest without getting burned?

How Low?

With new tax brackets, now's the time to lower your withholding.

Purchasing Savings Bonds Online

U.S. Savings Bonds are going high-tech&#151with online purchasing.

House of Cards?

Home-equity borrowing could be risky business as interest rates rise.

Do the REIT Thing?

When it comes to returns on real estate, think long-term investment.

A Tax Act

What does the latest tax cut mean for your bottom line?

Can't Win for Losing

A mutual fund tax quirk limits your capital losses.

College Savings 101

Take notes on the pros and cons of 529 plans.

One-Stop Shop?

Brokerage firms make a play for your bank business, too.
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