November 30, 2020

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

November 18, 2020

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

November 09, 2020

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

October 27, 2020

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

October 20, 2020

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

June 08, 2020

Is your target date investment letting you down?

April 15, 2020

Life Insurance Companies Go To Plan B During The Coronavirus Pandemic

March 26, 2020

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

March 05, 2020

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

January 10, 2020

New Law Expands Uses for 529 College Savings Accounts

December 16, 2019

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

October 17, 2019

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.

September 07, 2019

Opinion: 10 mistakes nearly everyone makes when saving for retirement

August 23, 2019

The Taxman Says, Stay Invested

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

August 05, 2019

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

July 22, 2019

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

May 29, 2019

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?

April 29, 2019

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

April 15, 2019

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

March 18, 2019

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

February 21, 2019

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

January 17, 2019

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

December 17, 2018

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November 13, 2018

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!

November 11, 2018

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October 29, 2018

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

September 26, 2018

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

August 27, 2018

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!

August 10, 2018

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

July 23, 2018

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

May 10, 2018

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.

April 30, 2018

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March 26, 2018

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...