Articles


June 26, 2025 When Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions

No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …

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September 14, 2018 3 Investment-Risk Considerations for People Over 50

Are you over 50? If so, how much risk do you have in your portfolio? This is, of course, a key question for anyone nearing (or in) retirement. But …

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September 07, 2018 Reader’s Question: Increase mortgage payments or 401(k) contributions?

Reader’s Question: My husband and I are both in our late-50s. We steadily contribute to our 401(k)s, but other than the equity in our home, we have …

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August 31, 2018 3 Options for People Without a 401(k)

You don’t have a 401(k)? About 55 million people are currently contributing to a 401(k). This adds up to over $5 trillion (which is 59% of all …

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August 15, 2018 Beyond the 4% Rule

It’s no simple task to accurately calculate your retirement income needs all on your own. Sure, there are people who endorse something called the 4% …

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August 09, 2018 What is portfolio rebalancing?

Q: You often hear that you should rebalance your portfolio. I’m 56 and recently inherited a substantial sum of money, but I’ve never invested before. …

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August 03, 2018 4 Essentials of Great Retirements

If you had to choose a single photo that represented what retirement means to you, what would your image be? These days, it’s difficult to narrow an …

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July 27, 2018 Fixing Common 401(k) Mistakes

5 things savvy participants should do. Nationwide, there are over 50 million people participating in a 401(k) plan. [1] Does that include you? We …

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July 12, 2018 Reader's Question: We’ve been forced to retire! What should we do?

Reader’s Question: After nearly 30 years, my 59-year old wife’s employer laid her off. I’m 61, and, because of a car accident, have been on …

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June 28, 2018 3 Dangers of Chasing Dividends

Are you chasing dividends? I recently reviewed the investment allocation of someone whose broker had passed away. Almost all of the stocks she owned …

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June 14, 2018 Reader's Question: We're retiring! What's our healthcare going to cost?

Reader’s Question: My wife and I are both 63 and are going to retire in 14 months. Our biggest worry is healthcare. I used to think that Medicare …

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