About Muriel Biby

This author has not yet filled in any details.
So far Muriel Biby has created 15 blog entries.

Financial Terms Made Simple by TIAA CREF

Categories: Blog, Follow Us, Knowledge Center, Learn, Research|Tags: , , , , , , |

Glossary of Financial Terms to make understanding Wealth Management easier.

 

Accrued Interest– The amount credited to a bond or other fixed-income security between the date of the last payment and the date when the security is sold, or any intermediate date.  The buyer usually pays the seller the security’s price plus the accrued interest.

Asset Allocation– In […]

Dust off your estate plan: 10 common pitfalls to avoid by Kevin Ruth, Head of Wealth Planning and Personal Trust, Fidelity Viewpoints

Categories: Knowledge Center|

 

Your estate plan should be reviewed regularly to ensure that it continues to meet your needs.

  • BY KEVIN RUTH, HEAD OF WEALTH PLANNING AND PERSONAL TRUST,
  • FIDELITY VIEWPOINTS
  • – 04/05/2017

 

Do you remember when you last reviewed your estate plan? If the answer is when you first signed the stack of documents at your attorney’s […]

Client Achievements

Categories: Knowledge Center|

 

WFA client Hal Forney (age 86) and his daughter Donna, completed the 13 mile Tour de Cure bike ride raising over $2500 for the American Diabetes Association.

Way to go Hal and Donna!

We are very proud of […]

Schwab Market Perspective: Navigating the Changing Market

Categories: Blog, Follow Us, Knowledge Center|Tags: , , , |

 

How and Why to Use the Equifax Free Credit Lock

Categories: Knowledge Center|Tags: , , , , |

 

By BEV O’SHEA of the Wall Street Journal

Equifax has made good on its promise of free, lifelong credit locks after last year’s massive data breach. The reception to its new “Lock & Alert” feature — which lets users simply click or swipe to lock and unlock their credit reports — has been mixed, with seamless […]

Stock Market Didn’t Get Tested, but You Did

Categories: Blog, Follow Us, Knowledge Center|Tags: , , , |

Stop trying to make sense of the stock market.

The one question every investor was asking on Monday has no answer: Why? Why did the Dow Jones Industrial Average close down nearly 1,200 points, or 4.6%?

Market commentators are already arguing that stocks were bound to […]

7 Lessons I learned from tracking my net worth for 14 years

Categories: Blog, Follow Us, Knowledge Center|Tags: , |

7 lessons I learned from tracking my net worth for 14 years

  • Jim Wang, Wallet Hacks
  • 20, 2018, 12:10 PM
  • Jim Wang has been tracking his net worth for more than 14 years.
  • In that time, he’s learned a lot of lessons about how to save money, and what the point actually is.
  • He now […]

Savvy Ways to Take Withdrawals from College Accounts By Chana Schoenberger of the Wall Street Journal

Categories: Blog, Knowledge Center|Tags: , , , |

Savvy Ways to Take Withdrawals from College Accounts

How not to run afoul of the rules when using tax-advantaged accounts

When it’s time for making withdrawals to pay for college, a 529 plan or Coverdell account works

Chana R. Schoenberger of the Wall Street Journal

Jan. 7, 2018 10:14 p.m. ET

We again asked experts to help address readers’ questions […]

Did the tax code overhaul kill home equity loans?

Categories: Blog, Follow Us, Knowledge Center|Tags: , , , |

 

The Washington Post

Real Estate

Did the tax code overhaul kill home equity loans?

 By Kenneth R. Harney January 17

It’s a big and confusing question for many homeowners in the wake of the December tax law changes: Are new interest-deductible home equity credit lines (HELOCs) and second mortgages now totally out of reach going forward?

The new law eliminated […]

5 Times you don’t need to give out your Social Security Number

Categories: Blog, Knowledge Center, TRO Newsletters|Tags: |

5 times you don’t need to give out your Social Security number

Load More Posts