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Annual Financial To-Do List (2019)

Things you can do for your future as the year unfolds.

Financial Planning
December 13, 2019

What Are You Getting for the Fees You Are Paying?

As you invest, are you receiving the service and resources you deserve?

Retirement Planning
October 8, 2019

Your Changing Definition of Risk in Retirement

Some things to consider.

Retirement Planning
September 26, 2019

Do you have a 401(k) from a former employer?

There are many misconceptions about what must be done with a 401(k) when someone leaves a company.

Retirement Planning
September 18, 2019

Keep Calm, Stay Invested

Expect volatility, but avoid letting the headlines alter your plans.

Investment Planning
August 27, 2019

Will You Avoid These Estate Planning Mistakes?

Too many wealthy households commit these common blunders.

Estate Planning
July 15, 2019

The FIRE Movement

A radical new approach to working, saving, and retiring.

Financial Planning
June 19, 2019

A Decision Not Made is Still a Decision

Indecision can lead to no decision.

Financial Planning
June 18, 2019

The Gift Tax

Not all gifts are taxable.

Financial Planning
June 17, 2019

Major Risks to Family Wealth

Will your accumulated assets be threatened by them?

Financial Planning
May 2, 2019

Do Your Investments Match Your Risk Tolerance?

When was the last time you looked at the content of your portfolio?

Retirement Planning
May 2, 2019

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial goals.

Retirement Planning
May 1, 2019

Retirement Now vs. Retirement Then

Today's retirees must be more self-reliant than their predecessors.

Retirement Planning
April 17, 2019

Why DIY Investment Management Is Such a Risk

Paying attention to the wrong things becomes all too easy.

Investment Planning
April 15, 2019

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources.

Retirement Planning
April 12, 2019

Wise Decisions with Retirement in Mind

Certain financial & lifestyle choices may lead you toward a better future.

Retirement Planning
April 10, 2019

Do Our Biases Affect Our Financial Choices

Even the most seasoned investors are prone to their influence.

Financial Planning
April 9, 2019

Gradual Retirement

Not everyone retires the same way - or at the same pace.

Retirement Planning
March 15, 2019

Reducing the Risk of Outliving Your Money

What steps might help you sustain and grow your retirement savings?

Retirement Planning
March 12, 2019

Could Assumptions Harm Your Retirement Strategy?

Three common misconceptions to think about.

Retirement Planning
March 11, 2019

Have You Budgeted for Retirement?

Creating a strategy for success.

Financial Planning
March 6, 2019

Social Security by the Numbers

Facts about the federal Old-Age, Survivors, and Disability Insurance (OASDI) program.

Financial Planning
February 27, 2019

Value vs. Growth Investing

There are those who favor value and those who favor growth.

Investment Planning
February 25, 2019

Bad Money Habits to Break

Behaviors worth changing.

Financial Planning
February 20, 2019

Is America Prepared to Retire?

A look at some ways to get ready.

Retirement Planning
February 18, 2019

Strategic vs. Tactical Investing

How do these investment approaches differ?

Investment Planning
February 13, 2019

Certain Uncertainties in Retirement

Two financial unknowns may erode our degree of confidence.

Retirement Planning
February 11, 2019

Section 199A Business Tax Deduction

A deduction intended for pass-through business owners.

Financial Planning
January 30, 2019

Your Emergency Fund: How Much Is Enough?

An emergency fund may help alleviate the stress associated with a financial crisis.

Financial Planning
January 24, 2019

Succession Planning

Preparing a smoother transition.

Investment Planning
January 18, 2019

A Look at HSA's

Health Savings Accounts may provide you with remarkable tax advantages.

Investment Planning
January 16, 2019

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market.

Investment Planning
January 15, 2019

Traditional vs. Roth IRA

Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Estate Planning
January 11, 2019

An Executor Checklist

The steps you may need to take to fulfill a major responsibility.

Estate Planning
January 9, 2019

How To Stay Out of Debt, Once You Get Out of Debt

Seniors will see their retirement benefits increase by an average of 2.8% in 2019.

Retirement Planning
December 31, 2018

10 Retirement Facts You Should Know

Some specifics about the "second act."

Retirement Planning
December 28, 2018

Keep Your Umbrella Handy

Have a home-based business? Have a teen driver? Consider umbrella insurance.

Retirement Planning
December 26, 2018

The Economic Holiday Wrap-Up 2018

A look back at 2018 thus far

Retirement Planning
December 24, 2018

Social Security Gets Its Biggest Boost in Years

Seniors will see their retirement benefits increase by an average of 2.8% in 2019.

Retirement Planning
December 21, 2018

Making a Charitable Gift from Your IRA

Follow the rules, and you might get a big federal tax break.

Retirement Planning
December 10, 2018

Some Changes Are Coming for 401k's

Take note of them for 2019.

Tax Planning
December 3, 2018

Tax Considerations for Retirees

Are you aware of them?

Tax Planning
November 29, 2018

Don't Make This Big Mistake with Your Retirement Plan

Why you should refrain from making this move.

Retirement Planning
November 19, 2018

Minimizing Probate When Setting Up Your Estate

What can you do to lessen its impact for your heirs?

Financial Planning
November 19, 2018

Is Generation X Preparing Adequately for Retirement?

Future financial needs may be underestimated.

Financial Planning
November 12, 2018

Your 2019 Financial To-Do List

Things you can do for your future as the year unfolds.

Financial Planning
November 9, 2018

Searching for Health Coverage in the Years Before Medicare

What are your options for insuring yourself prior to age 65?

Financial Planning
November 6, 2018

When You Retire Without Enough

Start your "second act" with inadequate assets, and your vision of the future may be revised.

Retirement Planning
November 5, 2018

End-of-the-Year Money Moves 2018

Here are some things you might want to do before saying goodbye to 2018.

Investment Planning
October 30, 2018

Tolerate the Turbulence

Look beyond this moment and stay focused on your long-term objectives.

Investment Planning
October 26, 2018

Why Did Treasury Yields Jump?

A look at the early October selloff of U.S. government bonds.

Investment Planning
October 19, 2018

Your Diversified Portfolio vs. the S&P 500

How global returns and proper diversification are affecting overall returns.

Investment Planning
October 18, 2018

Investing Means Tolerating Some Risk

That truth must always be recognized.

Investment Planning
October 16, 2018

Retirees, Check Your Withholding

It may need to be adjusted due to the 2017 federal tax reforms.

Tax Planning
October 11, 2018

Debunking a Few Popular Retirement Myths

It seems high time to dispel some of these misconceptions.

Retirement Planning
October 10, 2018

Getting Your Personal Finances in Shape for 2019

Fall is a good time to assess where you stand and where you could be.

Financial Planning
October 9, 2018

When a Windfall Comes Your Way

What do you do with big money?

Cash Flow Planning
October 3, 2018

Is Your Company's 401(k) Plan as Good as It Could Be?

Two recent court rulings may make you want to double-check.

Retirement Security
September 7, 2018

5 Retirement Concerns Most People Overlook

Baby boomers entering their "second acts" should think about these matters.

Investment Security
September 5, 2018

Consider These Underappreciated Retirement Savings Options

More people ought to know about them.

Investment Security
August 29, 2018

How to Protect Yourself from Identity Theft

Take steps so criminals won't take vital information from you.

Financial Security
August 17, 2018

Why Everyone Needs a Rainy Day Fund

Like an emergency fund, it can come in handy.

Financial Planning
August 13, 2018

The Details You Must Know About Medicare

Before you enroll, take note of what the insurance does not cover and the changes ahead.

Investment Planning
August 07, 2018

Save & Invest Even If Money Is Tight

For millennials, today is the right time.

Investment Planning
August 01, 2018

Leaving a Legacy to Your Grandkids

Now is the time to explore the possibilities.

Estate Planning
July 30, 2018

The Sequence of Returns

A look at how variable rates of return do (and do not) impact investors over time.

Retirement Planning
July 24, 2018

Take Advantage of The Snowball Effect

Save and invest, year after year, to put the full power of compounding on your side.

Tax Planning
July 19, 2018

Tax Changes Around the Home

How the Tax Cuts & Jobs Act impacted three popular deductions.

Tax Planning
July 13, 2018

What People Overlook When Shopping for Life Insurance

A few realities that must be acknowledged.

Estate Planning
July 9, 2018

Stop Procrastinating About Your Financial Plan

Some things to think about as you get started with your strategy.

Estate Planning
July 2, 2018

Should You Leave Your IRA to a Child?

What you should know about naming a minor as an IRA beneficiary.

Estate Planning
June 22, 2018

How Much Do You Really Know About Long-Term Care?

Separating some eldercare facts from some eldercare myths.

Retirement Planning
June 18, 2018

Do You Know Who Your Beneficiaries Are?

Why you should periodically review beneficiary designations.

Estate Planning
June 13, 2018

Why Medicare Should Be Part of Your Retirement Planning

The premiums and coverages vary, and you must realize the differences.

Retirement Planning
June 11, 2018

College Funding Options

You can plan to meet the costs through a variety of methods.

Education Planning
June 4, 2018

Including Digital Assets in Your Estate Plan

What should you know? What should your executor know?

Estate Planning
June 1, 2018

Important New Tax Law Changes Affecting Small Businesses

A recap of the major changes impacting corporations and closely held firms.

Tax Planning
May 29, 2018

A Must Read for Women About Retirement

A practical financial checklist for the future.

Retirement Planning
May 22, 2018

Managing Money Well as a Couple

What are the keys in planning to grow wealthy together?

Financial Planning
May 18, 2018

The Backdoor Roth IRA

A move that high earners can make in pursuit of tax-free retirement income.

Retirement Planning
May 14, 2018

Will You Outlive Your Retirement Savings?

Our increased longevity poses a retirement planning challenge.

Retirement Planning
May 11, 2018

Retirement Planning Weak Spots

They are all too common.

Retirement Planning
May 8, 2018

Set Goals as You Save & Invest

Turn your intent into a commitment.

Investment Planning
May 7, 2018

Adjusting Your Portfolio as You Age

As you approach retirement, it may be time to pay more attention to investment risk.

Retirement Planning
May 1, 2018

Financing a College Education

A primer for parents and grandparents.

Education Planning
April 24, 2018

Avoid These Life Insurance Missteps

Shop wisely when you look for coverage.

Insurance Planning
April 18, 2018



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