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How to tell if it is worth avoiding taxes with a municipal bond ETF

Depending on your tax federal tax bracket and which state you live in, municipal bond funds may be excellent income generatiors for you.

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Too Heavy in Stocks? Annuities Could Be a Rebalancing Option

Annuities, especially multiyear guarantee annuities, offer a way for Baby Boomers to rebalance their portfolios, while providing good rates and tax advantages. When Fidelity Investments recently crunched the data on its retirement accounts customers, it found that 37% of those born between 1946 and 1964 (so-called Baby Boomers) have more equity holdings than they should.Depending on age, people in this age bracket should have 47% to 67% in equities, Fidelity said. But well more than a third were

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Increasing Exposure to High Dividend Utility Stocks and Bank CDs

Increasing Exposure to High Dividend Utility Stocks and Bank CDs
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Orrstown Financial Services, Inc. Reports Earnings for the Second Quarter 2023

Orrstown Financial Services, Inc. Reports Earnings for the Second Quarter 2023
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Today's Best High-interest CDs and Best Savings Accounts (Rates up to 6.02%)

Today's Best High-interest CDs and Best Savings Accounts (Rates up to 6.02%)
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