Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to […]
Articles
Videos
Articles
Password Protection Strategies
We all know that the more complicated a password is, the better. They should include a mixture of numbers, punctuation […]
Silver Sneakers 101
Once you turn 65, the world of Medicare opens to you, and you also gain access to its offshoot supplemental […]
Choosing a Business Structure
According to the U.S. Census Bureau, there were over five million new business applications submitted in 2024 alone. All individuals […]
Creative Ways to Motivate Your Employees
The common thread that runs through all small businesses, from professional services to manufacturing, is that a motivated workforce is […]
A Brief History of Estate Taxes
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In […]
How Insurance Deductibles Work
An insurance deductible is the amount you, the insured, pay before any claim is paid by your insurance carrier. Depending […]
Videos
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more […]
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to […]
Rightsizing for Retirement
What does your home really cost?