Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Investment
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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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
What Can You Buy With 529 Distributions?
Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan […]
Steps to Protecting a Child with Disabilities
Key Takeaways Raising a child is expensive and can cost over a quarter of a million dollars, excluding college. For […]
What to Look for in an Extended-Care Policy
Extended-care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs […]
A Taxing Story: Capital Gains and Losses
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also […]
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 […]
Silver Sneakers 101
Once you turn 65, the world of Medicare opens to you, and you also gain access to its offshoot supplemental […]
Videos
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
When Markets React
When markets shift, experienced investors stick to their strategy.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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 […]