Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Lifestyle
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”
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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 […]
What Is a Roth 401(k)?
While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. […]
What If Your Kids Decide Against College?
As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s […]
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 […]
The Business Cycle
What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they […]
Videos
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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Stay Safe with a B.O.P. At Your Back
Learn the advantages of B.O.Ps with this highly educational and fun animated video.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.