Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Money
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.
Have A Question About This Topic?
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
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 […]
Silver Sneakers 101
Once you turn 65, the world of Medicare opens to you, and you also gain access to its offshoot supplemental […]
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 […]
Will Power
Only 24 percent of adults have an estate strategy document, such as a will, in place, which may not be […]
Traditional vs. Roth IRA
Traditional Individual Retirement Accounts (IRAs), which were created in 1974, are owned by roughly 43 million U.S. households. And Roth […]
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. […]
Videos
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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 […]
Stay Safe with a B.O.P. At Your Back
Learn the advantages of B.O.Ps with this highly educational and fun animated video.