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
Yours, Mine, and Ours: Estate Strategies for Second Marriage
If you are one of the many Americans who are in a second marriage, you may need to revisit your […]
Silver Sneakers 101
Once you turn 65, the world of Medicare opens to you, and you also gain access to its offshoot supplemental […]
What Will You Do With Your Bonus or Windfall?
While many of us have been conditioned to expect a regular bonus from work or some other gift of money, either from […]
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 […]
Term vs. Permanent Life Insurance
According to industry experts, most people don’t have enough life insurance. The American Council of Life Insurers recently reported that […]
Starting a Roth IRA for a Teen
Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. […]
Videos
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.