Are there funds waiting for you to claim?

By: Elliot Raphaelson
Posted on: July 01, 2011

According to the National Association of Unclaimed Property Administrators (NAUPA), assets worth over $32 billion are held by various states just waiting to be claimed by their rightful owners.You may be entitled to some of these assets. I will explain how this property ends up with the states, and how you can determine whether you have unclaimed property you don’t know ... READ MORE

Get insured despite pre-existing conditions

By: Mark Miller
Posted on: July 01, 2011

Over age 50 but under 65? If so, you’re at risk of falling into the pre-existing condition healthcare gap.In the current health insurance marketplace, it’s very difficult for people with pre-existing conditions to buy a quality policy at an affordable price. The problem disproportionately affects older people in this age group; they’re too young to quality for Medicare yet ... READ MORE

Books offer do-it-yourself financial advice

By: Beacon
Posted on: June 17, 2011

Consider adding these recently released financial books to your shelf or e-reader (all are available as e-books). Look for more suggestions in upcoming issues.Debunkery: Learn It, Do It, and Profit From It — Seeing Through Wall Street’s Money-Killing MythsAuthor: Ken FisherPrice: $27.95Summary: Debunkery is the seventh book by Ken Fisher, the founder and CEO of Fisher... READ MORE

Social Security stops mailing statements

By: Mark Miller
Posted on: June 17, 2011

What age should you file for Social Security benefits? It’s one of the most critical decisions you’ll make that affects long-term retirement security.One of the best decision-making tools to help with that decision is the annual benefit projection that we all receive in the mail from the Social Security Administration (SSA).But the SSA is about to stop mailing out those... READ MORE

Investors see upside to expensive gasoline

By: Mark Jewell
Posted on: June 01, 2011

Think positive. The pain you’re feeling at the pump from $4-a-gallon gas may become a little easier to bear once you receive your next quarterly mutual fund statement.Chances are your fund portfolio holds big oil names that have been reporting Texas-sized profits and boosting dividends paid to their investors. Exxon Mobil, for example, is the biggest component in the Standard &... READ MORE

Managed funds losing out to index rivals

By: Mark Jewell
Posted on: June 01, 2011

Pay a fund manager above-average fees, and it’s reasonable to expect you’ll have a better than 50-50 chance of beating the stock market.Yet the latest numbers show a majority of managers aren’t keeping up their end of the deal. It’s a key reason why investors have been pulling cash out of managed funds at a rapid clip in recent years. It’s even happening to big ... READ MORE