Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Lifestyle
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”
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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
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 […]
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 […]
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 […]
Password Protection Strategies
We all know that the more complicated a password is, the better. They should include a mixture of numbers, punctuation […]
What Is a Roth 401(k)?
While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. […]
Catch-Up Contributions
A recent survey found that 24 percent of workers are very confident about having enough money to live comfortably through […]
Videos
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.