Articles

Reader’s Question: I’m 58 and I’ve saved a lot of money. I think maybe things like index funds are too simple for me. Should I start looking at more …

Do you know exactly how Social Security is going to shape your future? If you don’t, you’re not alone. Social Security has become one of the most …

If you’re a woman, or your partner is female, this edition of the Weekly Update is dedicated to you. That’s because the financial and retirement …

You can put it off and hope it won’t affect you. And maybe it won’t. But statistics say you’re probably going to need it. I’m talking about … ‘cue …

When it comes to your retirement, what are you most excited about? Which activity or pastime? While some people have no problem filling all the extra …

Over the course of your life, you might spend thousands of hours monitoring your investments and savings. But how much time do you spend on tax …

Your savings are your future. How you manage your money today impacts your quality of life tomorrow. When it comes to your approach to investing, of …

You could have a better year if you just do these things. You may think that all resolutions are a big waste of time. Yet I’ve worked with a lot of …

You don’t want to deal with it. I don’t want to deal with it. But you need to get it done. Then you can put it behind you and never think about it …

Who does your taxes? And, more importantly, why do they get to do them? What I mean is, when it comes to your retirement planning, your taxes and …