Articles

Money Minute: Advanced Health Care Directives for Young Adults

Advance Health Care Directives are often overlooked for young adults.

Read more

Money Minute: Can You Afford to Retire? Check out These Four Considerations Before Making Your Decision

If you're considering retirement within the next five years or so, you're in the retirement "zone." This is a critical time period during which you'll be faced with a number of important choices,

Read more

How Does Working Affect Social Security Retirement Benefits?

If you're thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social Security retirement benefits while you're still

Read more

College Saving: How Does a 529 Plan Compare to a Roth IRA?

529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year later, in 1997, to give people a tax-advantaged way to save for

Read more

Money minute: Active vs Passive Investing

Passive investing, also known as index investing, has become a popular strategy among individual and institutional investors alike. If you are not familiar, indexing is an investment approach

Read more

Why Is It Important to Factor Inflation into Retirement Planning?

Inflation is one of the key factors you will need to consider when planning for retirement. Not only will the cost of living rise while you're accumulating assets for retirement, but it will

Read more

Money Minute: Business Retirement Plan Design

Now that you have your business up and running, it is time to start considering which retirement vehicle might be an appropriate fit for your company.

Read more

Don't Wait to Ask Aging Parents These Important Questions

It's human nature to put off complicated or emotionally heavy tasks. Talking with aging parents about their finances, health, and overall well-being might fall in this category. Many adult

Read more

How Much Risk Can You Take?

Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market downturns such as the 2000 dot-com bust and the 2008-09 Read more

Money Minute: Women's Financial Health Check Up in Your Fifties

When we reach our 50s, we are approaching the final stretch of retirement preparation and need to get serious with our plans. Statistically, women will live longer and experience higher healthcare

Read more
1 2 3 4 5