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Articles by FINRA Staff — Page 8

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Apr 27, 2017 by FINRA Staff

Retirement Isn't Free -- but Your 401(k) Match Is

A 401(k) match is like an instant return of 100% on your investment. How could anyone pass that up?

Don't Be an April Fool: The Required Minimum Distribution Deadline Is April 1

Mar 30, 2017 by FINRA Staff

Don't Be an April Fool: The Required Minimum Distribution Deadline Is April 1

Miss the deadline, and you could owe the IRS a big chunk of change.

military servicemember with handful of money

Mar 1, 2017 by FINRA Staff

America, It's Time to Save

Join Americans across the country this week by pledging to set your financial plans in motion.

handing over money fee expense cost

Feb 27, 2017 by FINRA Staff

Mutual Funds and Fees: What You Should Know

Don't hand your money over to a mutual fund without knowing exactly how it's spent.

jar full of hundred dollar bills money savings

Feb 3, 2017 by FINRA Staff

4 Financial Goals to Set Now

Want to set yourself up for a lifetime of financial security? Here are four great ways to start.

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Feb 2, 2017 by FINRA Staff

This Groundhog Day, Don't Repeat the Same Financial Mistakes

Break the cycle of bad money choices.

hand drawing chart stock return

Jan 24, 2017 by FINRA Staff

Key Concepts: Return and Rate of Return

Make sure you understand the one thing all investors are after.

Retirement plan GettyImages-465063162

Jan 12, 2017 by FINRA Staff

Inherited IRAs: What You Need to Know

Make sure your loved ones get everything they deserve with as little hassle as possible.

Tax GettyImages-495021170

Jan 11, 2017 by FINRA Staff

Cost Basis and Your Taxes

You are responsible for reporting your cost basis information accurately to the IRS.

woman thinking about how to make money

Jan 7, 2017 by FINRA Staff

The Basics of Selecting Investments

Once you've devised a strategy for choosing investments appropriate for each of your investment goals, you've taken a major step toward meeting them.

broken piggy bank white

Jan 6, 2017 by FINRA Staff

What You Need to Know About 401(k) Loans

There can be long-term financial consequences to taking out a 401(k) loan.

mature man thinking uncertain unsure questioning doubtful

Jan 4, 2017 by FINRA Staff

A New Investor Study: Ask Yourself These Questions

Knowledge is power, especially in the high-stakes world of investing.

new year champagne cork january 1 calendar

Dec 30, 2016 by FINRA Staff

Set a Time Frame for Your Financial Goals

Your investing approach should evolve as you draw closer to each of your goals.

couple standing behind coffee shop counter small business owner entrepreneur

Dec 10, 2016 by FINRA Staff

Saving for Retirement if You Work for a Small Business

There are a lot of options other than the garden-variety 401(k).

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Dec 3, 2016 by FINRA Staff

Keep Up With Recordkeeping

It may not be fun, but keeping up-to-date records of your investments could save you some serious headaches.

open enrollment

Oct 29, 2016 by FINRA Staff

During Open Enrollment, Be Open to Retirement Saving Opportunities

If you're not saving for your future, then now is the time to start.

man looking at paper document concentrating confused

Oct 26, 2016 by FINRA Staff

When Was the Last Time You Read Your Brokerage Account Statement?

Don't just file it and forget it. Taking a close look at your brokerage statements can help you stop fraud and avoid erroneous fees.

businessman handing over money cash hundred bills

Sep 28, 2016 by FINRA Staff

Legitimate Avenues for Recovering Investment Losses

If you've lost investment money due to fraud, then you may be able to recoup at least some of your losses.

college students young adults millennials using laptop outside

Sep 4, 2016 by FINRA Staff

Tapping Your 529 Plan for the First Time: Tips for Freshman Parents

In order to make the most of this powerful college savings plan, you'll need to avoid some rookie mistakes.

Boiler Room Alert: If You Get a Call Like This, Don't Bite -- and Don't Buy

Aug 11, 2016 by FINRA Staff

Boiler Room Alert: If You Get a Call Like This, Don't Bite -- and Don't Buy

Don't let high-pressure salesmen swindle you out of thousands.

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