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
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 […]
Does Your Credit Score Affect Your Insurance Rates?
While the vast majority of insurance companies use credit-based insurance scores to help determine the price of insurance, it is […]
How Boomers and Millennials Differ
We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation […]
Exploring the Federal Student Grant Program
You may have heard of the Free Application for Federal Student Aid, or FAFSA, if you or someone you know […]
White Elephant Inheritance
Have you ever had to deal with a “white elephant”? Not the actual pachyderm, but what Merriam-Webster calls “a property […]
Medicare Advantage 101
Medicare Advantage, sometimes known as “Part C,” is something of a catch-all choice for those who are ready to sign […]
Videos
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Saving for College 101
Here’s a crash course on saving for college.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.