How Often Should I Update My Estate Plan?

Estate strategies for the future may be essential, especially when it comes to securing the well-being of your loved ones after you're gone.

The Fed Makes the “Bolder” Choice | How Does This Affect You? [VIDEO]

Here's a quick video analysis of the Fed's rate cut decision and how it may affect you. Nothing fancy, just the facts.

Dollar-Cost Averaging vs. Lump Sum Investing: What’s Right for You?

In this video, we'll be comparing and contrasting two of the most common strategies for investing cash: Dollar-Cost Averaging vs. Lump Sum Investing.

Do You Know Your 401(k) Options?

Between high contribution limits, tax advantages, and potential employer matching, a 401(k) can be a homerun for your retirement savings.

Investing for Retirement Amid Market Uncertainty

Investors need an understanding of the retirement landscape and how they can take action to grow and protect their retirement savings.

Social Security is Changing Online Access

This is just a quick note to let you know the Social Security Administration (SSA) is changing the way you access your online accounts.

Mega Backdoor Roth Conversion: Could it Work for You?

If you're like most people, you'd probably jump at the chance to supercharge your retirement savings in the most tax-advantaged way possible. Well, you could be in luck.

Account Types & Asset Location

Choosing different types of investments is hard enough. Complicating matters further, now you have to decide which types of accounts to invest in.

Cash is Not a Long-Term Investment

In times of market uncertainty, investors often seek the comfort of cash. And while cash obviously plays a crucial role for any investor, it's not a long-term investment.

Retiring Early? A Few Considerations

Early retirement may seem like a dream come true. However, you need to be well prepared if you want to hang up your hat early.

How the Costs and Benefits of College Affect Financial Plans

College represents one of the largest expenses and sources of financial stress in our lives, on par with retirement or buying a home.

Social Security and Your Spouse

You may be surprised to learn that if you apply for Social Security benefits as a married individual, you automatically apply for spousal benefits.

Your “Magic” Retirement Number?

Does the average American actually need $1.46 million to retire comfortably? What's Your “Magic” Retirement Number?

How Taxes Affect the Stock Market

Taxes are no one’s favorite topic but their importance as it pertains to our financial plans and investments cannot be overstated.

How We Buy and Sell Homes Probably Just Changed Forever

Last week, the National Association of Realtors (NAR) agreed to settle a major lawsuit that will change the way real estate agents get paid.

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College Planning: Key Financial Considerations

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Recent Articles

How Often Should I Update My Estate Plan?

The Fed Makes the “Bolder” Choice | How Does This Affect You? [VIDEO]

Dollar-Cost Averaging vs. Lump Sum Investing: What’s Right for You?

Do You Know Your 401(k) Options?

Investing for Retirement Amid Market Uncertainty

Social Security is Changing Online Access

Mega Backdoor Roth Conversion: Could it Work for You?

Account Types & Asset Location

Cash is Not a Long-Term Investment

Retiring Early? A Few Considerations

How the Costs and Benefits of College Affect Financial Plans

Social Security and Your Spouse

Your “Magic” Retirement Number?

How Taxes Affect the Stock Market

How We Buy and Sell Homes Probably Just Changed Forever

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