Don’t Forget Your RMD Before The End Of The Year

Required Minimum Distributions (RMDs) affect holders of tax-deferred retirement accounts starting at age 70 1/2. Understand what RMDs are and how they can work to your tax advantage.

Non-traded REITs: When It Sounds Too Good to Be True

Investors are fleeing from non-traded REITs in droves thanks to improved regulatory oversight, but brokers still push them. Find out more about how these differ from other real estate investment trusts.

What’s Past Is Prologue: Making Income Last In Retirement

Make your retirement investments last through the next market downturn by understand how they’d do during the last downturn. Learn from history so you don’t repeat past mistakes.

Planning for Health Care in Your Retirement

Healthcare costs are rising – again. Learn how to control long term care costs in your retirement without paying through the nose.

Surfing Tips for Investors

Investors surfing the current stock market wave can manage downside risk to avoid wiping out their retirement savings.

Not All Annuities Are Created Equal

Annuities can provide investors with steady income, but many come with onerous fees and expose investors to excessive risk. Learn how to minimize fees and your downside risk while still benefitting from annuity investments.

Making Money . . . On Money

Compound interest is a basic financial concept with very long-reaching consequences for investors early in their accumulation phase. Find out how this important principle can affect your retirement goals, especially if you’re just starting out.

Plan Early For Next Year’s Tax Changes

Big tax changes might be coming in 2017. Here are some tips for things educated investors can do to prepare for what’s to come.

Lessons From A Winner

Richard Thaler’s groundbreaking work in behavioral economics helped him win this year’s Nobel Prize. Find out how Thaler’s principles can help the educated investor make more appropriate financial decisions.

What If…?

It’s a difficult discussion to have, but it’s absolutely necessary: Life insurance and appropriate estate planning can be crucial to a family’s financial future.