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
The Business Cycle
What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they […]
The One Big Beautiful Bill and You
On July 4, the One Big Beautiful Bill was signed into law at a White House ceremony. This domestic policy […]
White Elephant Inheritance
Have you ever had to deal with a “white elephant”? Not the actual pachyderm, but what Merriam-Webster calls “a property […]
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 […]
Understanding Marginal Income Tax Brackets
By any measure, the tax code is huge. It is over 2,000 pages long, and even longer with footnotes.1 And […]
Videos
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
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.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.