When the Music Stops, Will You Have a Chair?

A disciplined approach to investing can help you capture upside gains while reducing downside risk. Don’t be left standing when the music stops.

Preparing for the Unexpected in Retirement

Make sure your retirement plan is flexible enough to accommodate unexpected changes in health, lifestyle and other factors.

How to Live Comfortably in Retirement

Living comfortably in retirement requires you to think beyond your investment and wealth distribution strategy. What kind of life do you envision?

College Freshmen-Start Building Financial Freedom!

Entering college this fall? Financial discipline will help you now and in the future. Learn how to achieve financial freedom.

What Are Your Rules?

“Buy and Hold” can expose your investments to massive downside risk. A Rules-Based Investment System (RBIS) can help protect you from devastating losses.

Retired and Bankrupt: Don’t Let This Happen To You

More retirees than ever are declaring bankruptcy as medical costs spiral out of control. Learn how to protect yourself and your assets.

Protecting Elderly Parents with Estate Planning

Estate planning should be a part of any family’s plan to protect elderly parents, to help manage finances, to protect wealth, and to provide essential care.

Women Face Unique Challenges in Retirement

Women face unique challenges in retirement, but careful planning and an effective investment strategy can make a difference.

Protecting Yourself Against the Next Downturn

Are your investments protected from market volatility? Learn how diversification and rebalancing can help you weather the next downturn.

IRS Greenlights Back Door Roth IRA Conversions

“Back door” Roth IRA conversions are no longer a gray area thanks to recent guidance from the IRS. Find out what that can mean for your retirement strategy.