Ronald J. Paprocki, JD, CFP, CHBC
Mr. Paprocki is chief executive officer of MEDIQUS Asset Advisors, Inc. in Chicago.
Charitable trusts may help lower estate taxes
There are many factors to be considered prior to implementing any type of charitable trust strategy.
Market dips: Now may not be time to get out
During periods of dramatic market fluctuation, it is important for investors to avoid emotional responses to investing.
Federal debt securities present low default risk
From a marketable government debt securities standpoint, investors are offered many choices.
Health savings account can lower insurance costs
As employers and individuals strive to control medical insurance premiums, many have switched to insurance plans that carry higher deductibles. This switch has led to the use of health savings accounts (HSAs), which are tax-advantaged medical savings accounts.
Should you jump on the gold bandwagon?
Before jumping on the gold bandwagon, it is important to understand the market factors that impact gold pricing, and how this unique commodity may or may not fit into your overall investment portfolio.
Managing your mutual funds: Active vs. passive
Passive management is an investment strategy that attempts to replicate the returns of an index or benchmark by owning the same assets, in the same proportions, as the underlying index. Active managers attempt to outperform the market through the art of stock picking and market timing.
Exercise caution when investing in bonds
Caution needs to be exercised when investing in bonds, as many investors are under the misunderstanding that bonds cannot lose principal value.
When should you start receiving Social Security?
Unfortunately, there is no "one-size-fits-all" answer to when you should start receiving Social Security benefits.
How long should you keep financial documents?
It is important to be cautious when discarding important documents that could be required by the IRS in the event of an audit or would enable you to collect a future refund should you need to file an amended tax return.
529 plans allow flexibility in saving for college
A 529 plan is an education savings plan operated by a state or educational institution designed to help families set aside funds for future college costs.


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