December 24, 2019
When financial trouble strikes, falling deeper into debt is one thing you want to do your best to avoid. Make sure you have an emergency fund set up to stay protected.
Articles
December 17, 2019
For many years, the conventional wisdom has been that you need to save $1 million for a comfortable retirement. Is this still an accurate (or realistic) goal?
December 16, 2019
When it comes to saving for retirement, maybe you've done everything right. You started early, maxed out your 401(k) plan, invested in a diversified portfolio and avoided costly mistakes, such as c...
December 13, 2019
There are no great secrets where tax planning and tax-cutting are concerned. The principles around which all tax-cutting strategies revolve can be reduced to six basics.
December 11, 2019
Congress permanently extended the rule allowing taxpayers to exclude from taxable income certain IRA distributions made directly to a qualified charity. Otherwise known as qualified charitable dist...
December 10, 2019
After you receive stock dividends, you have two options—keep the cash or reinvest it back into the company. Make sure you know the pros and cons before making this decision.
December 3, 2019
Every type of investment has its pros and cons and gold is no exception. Here’s what you need to consider when thinking about adding gold to your portfolio.
November 26, 2019
When deciding how to manage your finances, is it better to put more funds toward retirement or homeownership? Follow these guidelines to help determine what’s best for you.
November 19, 2019
Whether it’s compound interest, long-term market gains, tax incentives or increased home equity, there are numerous ways you can start investing $5,000 today. Here are some suggestions.
November 12, 2019
The possibility of a recession is always an unsettling thought. However, savvy savers and spenders know how to properly prepare beforehand. Follow these steps to get ready for the next economic dow...
November 5, 2019
An employer-sponsored 401(k) is by far one of the most powerful tools for establishing and growing investments, no matter how much cash you have on hand. Here’s how to choose the best investment fu...
October 29, 2019
Many people are using loans to buy a car (a record number of people, actually). Before you attempt to pay off your vehicle and bring that balance to zero, consider the benefits and downsides.
October 22, 2019
No one knows when the next recession will occur, but there are reliable, nearly recession-proof investment strategies out there. Here are just a handful that can help you be prepared.
October 15, 2019
Have you decided it’s time to work with a financial advisor? Here are a few pointers on what to bring to that all-important first meeting with your new financial partner.
October 10, 2019
Does it ever feel like choosing the right investments is information overload? Here’s simple advice that can help you get started.
October 3, 2019
No matter how proactive a saver you may be, no matter how diversified your portfolio or robust your 401(k), one question still keeps you up at night—will Social Security be there when you retire?
September 26, 2019
Thinking about partnering with a financial advisor to manage your money? Keep an eye out for these warning signs—such as a lack of transparency, and cagey behavior around questions of compensation.
September 24, 2019
Whether you’re looking for blogs, videos with live analysis, or a ticker that keeps tabs on your portfolio, there are plenty of websites that can help you keep up with retirement news.
September 19, 2019
Whether your primary focus is retirement, saving for your children’s college education, worldwide travel or all of the above, diversifying your investment portfolio is an absolute must. Here’s what...
September 12, 2019
Should you put additional money in your 401(k)? The short answer is yes. But be mindful of your retirement goals, employer’s vesting schedule and annual contribution limits.
August 13, 2019
Never met with a wealth advisor before? Read this post to learn what to expect and how to prepare for your initial consultation.
August 1, 2019
Managing your money well is all about prioritizing your expenses and making sound financial decisions. Here’s what you should consider before splurging on a large purchase (like buying a boat).
July 25, 2019
Thinking about using a robo-advisor or managing your money online? Here are the pros and cons you should consider before putting your cash to risk.
July 23, 2019
A vesting schedule is a waiting period that requires you to spend a certain length of time at a company before your retirement funds become available to you. Here’s what you need to know about vest...
July 18, 2019
Before you begin working with a new financial advisor, you should do your homework to determine if they’re trustworthy and capable. How do you do that? Start by asking them these six questions.
July 11, 2019
When you’re in your 20s, 30s, or even 40s, you may find yourself caught between two important financial obligations—repayment of student loans and saving for retirement. Here’s our take on how to p...
July 9, 2019
Just over half of working Americans participate in some form of workplace retirement plan—two of the most popular plans being the 401(k) and IRA. Here’s the difference between these two accounts an...
July 2, 2019
Leaving your 20s behind can be an intimidating thought—if you’re not ready. Here’s a list of five financial goals that will give you more peace of mind before turning 30.
June 27, 2019
From apps to blogs to robo-investors, financial advice is now available anywhere at anytime. Should you use these tools to manage your own investments or hire a wealth advisor?
June 25, 2019
There’s one question that eventually enters every worker’s mind—how much should I have saved for retirement? Here’s a breakdown of the retirement milestones you should meet for each decade of your ...
June 20, 2019
How much money should you be saving, spending on necessities, and spending on wants? Start by using this guide to a monthly budget.
June 18, 2019
Let’s say you have $10,000. Should you use that money to pay off debt, establish an emergency fund, or contribute more to your retirement accounts?
June 13, 2019
There are many places to put your hard-earned money, but the one thing all experts agree on is that a diversified portfolio is essential. Here's how, what, and why when it comes to diversifying you...
June 11, 2019
So, you’re 10 years into your career. Is it time for you to start taking retirement more seriously? Read this post to find out how much you should be saving.
June 6, 2019
Research says millennials tend to spend more than their generational counterparts. If this sounds like you, keep reading to find out why these expenses could become a costly mistake.
June 4, 2019
As a millennial, you have a huge leg up over earlier generations—time is on your side. Learn how compound interest gives you an advantage over your parents and older peers.
May 28, 2019
Whether it’s an engagement, marriage or baby, a promotion, inheritance or retirement, there are many ways a wealth advisor can help you manage your money.
May 21, 2019
Once you turn 30, retirement savings are a financial goal that should start moving toward the top of your to-do list. Here’s how to balance this with your other financial priorities.
May 14, 2019
Retirement can be a complex subject. If you need a little help clarifying things, start by learning these 10 popular retirement terms that everyone needs to know.
May 7, 2019
With people living longer than ever before, it’s possible you’ll spend several decades in retirement. Make sure your savings are going to keep up with this increased longevity.
April 30, 2019
Three of the most popular types of investments are stocks, bonds and mutual funds. Read this post to learn the differences and advantages of each.