March 29, 2021

Wait, wait, don't wait for your IRA contribution, although you now can...until May 17.

Americans have until May 17 to contribute to their 2020 IRAs or health savings accounts

March 18, 2021

You do want to retire, don't you? Then pay attention to your 401(k)!

How Is Your Retirement Money Invested? No Clue, Say Americans

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February 24, 2021

If you want to achieve the maximum wealth possible for yourself, don't pay it off early.

The Opportunity Costs of Paying Off Your Mortgage Early

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December 15, 2020

Regular or Roth for retirement? A question so easy that most people get it wrong. Here is help to get it right.

Don’t contribute to your 2020 IRA until you read this

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November 30, 2020

~~If You got out of the market here's why you don't want to wait to get back in~~

If You Left the Market, Don’t Wait to Get Back In

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November 18, 2020

~~Do you know your what your current mortgage rate is? If not, it's too high.~~

1 in 4 Americans don’t know this crucial fact about their mortgage. How it can cost them

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November 09, 2020

~~Are Biden's tax plans going to clobber you?~~

Biden Defeated Trump to Win the Election. Here’s How Much You Would Pay Under His Tax Plan.

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October 27, 2020

~~Change is coming soon....to your retirement plan!~~

Big Changes May Be Coming To 401(k), IRA And Other Retirement Plans

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October 20, 2020

~~Choosing who gets the life insurance money seems simple but it rarely is...~~

How to Choose a Life Insurance Beneficiary When You Have Multiple Children

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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?

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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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April 17, 2021

Should you claim social security earlier, or later? It depends on you...

Forced to Retire? Don't Claim Social Security Just Yet

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March 29, 2021

Wait, wait, don't wait for your IRA contribution, although you now can...until May 17.

Americans have until May 17 to contribute to their 2020 IRAs or health savings accounts

March 18, 2021

You do want to retire, don't you? Then pay attention to your 401(k)!

How Is Your Retirement Money Invested? No Clue, Say Americans

February 24, 2021

If you want to achieve the maximum wealth possible for yourself, don't pay it off early.

The Opportunity Costs of Paying Off Your Mortgage Early

December 15, 2020

Regular or Roth for retirement? A question so easy that most people get it wrong. Here is help to get it right.

Don’t contribute to your 2020 IRA until you read this

A Checklist for Open Enrollment Season

The Taxman Says, Stay Invested

April 17, 2021

Should you claim social security earlier, or later? It depends on you...

Forced to Retire? Don't Claim Social Security Just Yet

March 29, 2021

Wait, wait, don't wait for your IRA contribution, although you now can...until May 17.

​

Americans have until May 17 to contribute to their 2020 IRAs or health savings accounts

March 18, 2021

You do want to retire, don't you? Then pay attention to your 401(k)!

​

How Is Your Retirement Money Invested? No Clue, Say Americans

February 24, 2021

If you want to achieve the maximum wealth possible for yourself, don't pay it off early.

​

The Opportunity Costs of Paying Off Your Mortgage Early

December 15, 2020

Regular or Roth for retirement? A question so easy that most people get it wrong. Here is help to get it right.

​

Don’t contribute to your 2020 IRA until you read this

A Checklist for Open Enrollment Season

The Taxman Says, Stay Invested

April 17, 2021

Should you claim social security earlier, or later? It depends on you...

​

Forced to Retire? Don't Claim Social Security Just Yet