Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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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
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 […]
What Do Your Taxes Pay For?
Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for […]
Your Shifting Risk Tolerance
When you created your investment strategy, your asset allocation should have reflected your goals, time horizon, and tolerance for risk. […]
Is a SEP-IRA Right for Your Business?
If you’re like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday […]
Creative Ways to Motivate Your Employees
The common thread that runs through all small businesses, from professional services to manufacturing, is that a motivated workforce is […]
Videos
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Bridging the Confidence Gap
In the world of finance, the effects of the “confidence gap” can be especially apparent.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Choosing a Mortgage
Selecting a mortgage isn’t an easy process. Get a better understanding of how professionals make the right decisions.