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
Yours, Mine, and Ours: Estate Strategies for Second Marriage
If you are one of the many Americans who are in a second marriage, you may need to revisit your […]
Starting a Roth IRA for a Teen
Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. […]
Filing Final Tax Returns for the Deceased
When a family member passes away, there are many decisions that need to be made and many emotions to handle. […]
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 […]
Videos
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more […]
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Junk Drawer Approach to Investing
It’s easy to let investments accumulate like old receipts in a junk drawer.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.