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
New Retirement Contribution Limits for 2026
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Keep in mind […]
What If Your Kids Decide Against College?
As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s […]
Important Birthdays Over 50
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to […]
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 […]
Inflation & Your Money
“If the current annual inflation rate is less than 3 percent, why do my bills seem like they’re 10 percent […]
What Can You Buy With 529 Distributions?
Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan […]
Videos
The Business Cycle
How will you weather the ups and downs of the business cycle?
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 […]
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.