Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Money
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.
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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
Catch-Up Contributions
A recent survey found that 24 percent of workers are very confident about having enough money to live comfortably through […]
Can I Create a Roth if I’m Over the Income Limit?
Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This […]
How to Make the Tax Code Work for You
By April 11, 2025, over 117 million taxpayers had dutifully filed their federal income tax returns. And they all made […]
Silver Sneakers 101
Once you turn 65, the world of Medicare opens to you, and you also gain access to its offshoot supplemental […]
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 […]
Videos
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.