Women’s Month!
While women have made huge strides to improve financial parity with men, they lag way behind in retirement account value and other important metrics.
Talking About Money Is Romantic
Open and honest communication wlth your spouse about money and financial goals is a cornerstone to a healthy and happy relationship.
Bitcoin and Cryptocurrency
Bitcoin and other forms of cryptocurrency represent a huge risk to the average investor – one that merits caution and planning if you intend to dabble.
Student Financial Aid 2021
New rules in 2023 may dramatically change how much financial aid your college student may receive. Plan now before the changes are put into place.
Revisiting The 4% Rule
The “4% rule” has long been a benchmark for how retirees can safely spend down their accounts. Like any rule of thumb, it’s a guideline – not an immutable law.
Successful Advisors Need Successful Clients
People who retire early have some things in common, such as a sensible approach to spending and investing that puts long-term needs before short-term gains.
GameStop and Reddit – What Just Happened?
A recent run on GameStop stock highlights how social media can create even more potential volatility for individual investors.
Navigating the Inherited IRA
Inheriting an IRA from a spouse or other family member can present tax challenges.
Happiness In Retirement
A fixed-index annuity can help retirees create measurable and predictable income in retirement, like the pensions our parents had.
The Financial Impact of the Pandemic for Women
Women face unique challenges during these uncertain times, especially when making sure their retirement needs are addressed.