Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to […]
Articles
Videos
Articles
Exploring the Federal Student Grant Program
You may have heard of the Free Application for Federal Student Aid, or FAFSA, if you or someone you know […]
What Can You Buy With 529 Distributions?
Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan […]
Year-End Charitable Gifting and You
Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” […]
A Primer on Dividends
When looking for income-generating investments, some investors turn to dividend-yielding stocks. When a company makes a profit, that money can […]
Password Protection Strategies
We all know that the more complicated a password is, the better. They should include a mixture of numbers, punctuation […]
What Will You Do With Your Bonus or Windfall?
While many of us have been conditioned to expect a regular bonus from work or some other gift of money, either from […]
Videos
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?