Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Money
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.
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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
Mutual Funds vs. ETFs
The growth of exchange-traded funds (ETFs) has been explosive. In 2006, there were less than 1,000; by 2024, there over […]
Data Breach: Your Security To-Do List
According to recent statistics, data breaches have become common in today’s digital world. In fact, it is estimated that more […]
Yours, Mine, and Ours: Estate Strategies for Second Marriage
If you are one of the many Americans who are in a second marriage, you may need to revisit your […]
Catch-Up Contributions
A recent survey found that 24 percent of workers are very confident about having enough money to live comfortably through […]
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 […]
Choosing a Business Structure
According to the U.S. Census Bureau, there were over five million new business applications submitted in 2024 alone. All individuals […]
Videos
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.