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
Your Shifting Risk Tolerance
When you created your investment strategy, your asset allocation should have reflected your goals, time horizon, and tolerance for risk. […]
Term vs. Permanent Life Insurance
According to industry experts, most people don’t have enough life insurance. The American Council of Life Insurers recently reported that […]
TIPS for Inflation
In February 2018, Jerome Powell was appointed as Chair of the Board of Governors of the Federal Reserve System. He […]
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 […]
Understanding Homeowners Insurance
Purchasing homeowners insurance is not only critical for protecting your home, your personal property and against any potential liability, but […]
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. […]
Videos
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Global and International Funds
Investors seeking world investments can choose between global and international funds. What’s the difference?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?