June 08, 2020

~~It may be easy, but it may not be the most effective option for you and your retirement plan.~~

Is your target date investment letting you down?

April 15, 2020

~~Can it possibly be easier to buy life insurance in the age of the pandemic? Yes - you can do it!~~

Life Insurance Companies Go To Plan B During The Coronavirus Pandemic

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March 26, 2020

~~CARES Act increases flexibility to get to or not get to your retirement funds now!~~

What's this item about? What makes it interesting? Write a catchy description to grab your audience's attention...

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March 05, 2020

~~The stock market is down seriously from recent highs. Should you start buying? It depends on, you!~~

Should You Buy the Dip Is a Question Only You Can Answer

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January 10, 2020

~~The new Secure Act can help your children reach their goals, not only improve your retirement prospects...~~

New Law Expands Uses for 529 College Savings Accounts

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December 16, 2019

~~No! You aren't too late to save on taxes this year. You can start here…~~

Seven Tips For Cutting Your Taxes By Thousands Before Dec. 31

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October 17, 2019

~~Choosing the right benefit elections in open enrollment season is super important. Do you need help? Start here.~~

A Checklist for Open Enrollment Season

If you're signing up for employer-provided benefits, don't just re-up for last year's choices; read this first.

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September 07, 2019

~~Are you retiring within ten years? The stakes are high and will be even higher as you close in. Don't make unforced errors.~~

Opinion: 10 mistakes nearly everyone makes when saving for retirement

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August 23, 2019

~~Timing the stock market is really tough stuff. Taxes make it even tougher on you.~~

The Taxman Says, Stay Invested

Timing the stock market is difficult enough, even without the IRS' contribution.

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August 05, 2019

~~How to mess up a variable annuity~~

Are you considering annuities for retirement? Do "guaranteed" returns excite you? Are you sure you can't lose?

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July 22, 2019

~~Educate, encourage and empower your employees!~~

Does Your Company's 401(k) Employee Education Meeting Address These 5 Topics?

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May 29, 2019

~~Four ways to get the most out of your 529 college savings plan~~

529 Day was… yesterday. Did you contribute to a child’s 529 plan? Or are you one of 7 in 10 who don’t even know what a 529 plan is?

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April 29, 2019

~~Is Hiring an Advisor 'Worth It'?~~

Should you really be spending money on financial advice? Really?

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April 15, 2019

~~Bigger 401(k) Contributions Are Easier for Empty Nesters~~

Are You behind on retirement savings? There may yet still be time to sock it away!

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March 18, 2019

~~5 ways target-date funds let investors down~~

Are you retiring in 2045? 2050? Don't let your target date fund bring you down...

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February 21, 2019

~~Stop celebrating your tax refund — it’s a 0% loan to the government~~

Are you expecting a nice, big tax refund this season? Sorry, that means you're doing it wrong...

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January 17, 2019

~~What Is an Index?~~

Everyone is talking index funds these days. What options are best for you? Educate yourself.

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December 17, 2018

~~Want to Cut Your Tax Bill? Then Keep Reading and Call Your CPA~~

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November 13, 2018

~~The Big Millennial Life Insurance Gap~~

Every ‘generation’ admits major shortfalls in their personal life insurance coverage. Gen Xers self-report a 48% shortfall while Millennials report 78%(!), in a recent survey. Don’t fall in to the Gap!

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November 11, 2018

~~Do Your Kids a Favor and Pick Retirement Savings for You Over Tuition for Them~~

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October 29, 2018

~~Why ultra-low fees can be a serious red flag for unwary ETF investors~~

Low fees are important for performance but they are only part of the story…

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September 26, 2018

~~4 Financial Steps To Consider Before You Start A Family~~

Good advice here for soon-to-be parents, and ‘already’ parents alike. Final point he makes under #3 is often overlooked.

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August 27, 2018

~~Forget the 401(k), Stem Cell Benefits May Let You Cheat Death~~

Access to the fountain of youth might be the next killer employee benefit, but don’t skip the 401(k) because you’ll still need money to live forever!

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August 10, 2018

~~Vanguard Warns of Worsening Odds for the Economy and Markets~~

"The odds have worsened. Surely it’s better to be prepared." NYTimes @jeffsomer with sound advice on Vanguard Group's somber economic outlook.

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July 23, 2018

~~Should You Pay Down the Mortgage or Invest?~~

How you can answer the age-old question: Should I pay down the mortgage or invest?

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May 10, 2018

~~Is There a Gender Gap in Saving for Retirement?~~

Women report solid confidence managing finances in all areas "but investing". 'Mommy penalties', earlier retirement and longer life expectancy mean help can be crucial to success.

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April 30, 2018

~~Why You Should Hire a Financial Planner, Even if You’re Not Rich~~

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March 26, 2018

~~What It Was Like to Finally Write My Will~~

Even if you haven't written one, you have a will. It was written by the state that you live in, and they barely know you! Get started on your "Will to-do list" from Sunday's NY Times: get a lawyer, decide on beneficiaries, name an executor, name a guardian for young kids, and more...

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A Checklist for Open Enrollment Season

The Taxman Says, Stay Invested