JP Financial Service Center

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

Explains how future tax rules may impact deductibility of charitable donations.

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.