Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Tax
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
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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
Money Draining Food Myths
The road to better health may sometimes involve an extra expense here and there, but you should be careful about […]
What Will You Do With Your Bonus or Windfall?
While many of us have been conditioned to expect a regular bonus from work or some other gift of money, either from […]
Social Security: Five Facts You Need to Know
Social Security can be complicated, and as a result, many individuals don’t have a full understanding of the choices they […]
Steps to Protecting a Child with Disabilities
Key Takeaways Raising a child is expensive and can cost over a quarter of a million dollars, excluding college. For […]
Password Protection Strategies
We all know that the more complicated a password is, the better. They should include a mixture of numbers, punctuation […]
How Insurance Deductibles Work
An insurance deductible is the amount you, the insured, pay before any claim is paid by your insurance carrier. Depending […]
Videos
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is […]
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Junk Drawer Approach to Investing
It’s easy to let investments accumulate like old receipts in a junk drawer.