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Articles

Navigating Your Best Retirement Plan Options

Retirement plan questions arise at various phases of your career: getting your first job, moving to a new employer, or possibly receiving a promotion or new appointment. It can be overwhelming to

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The Traits of a Good Investor and How Women Can Make the Most of Them

Many women manage their own money. This includes women who have always been doing so and women who are relatively new to the world of investing, for whatever reason.

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Teaching Your College-Age Child About Money

When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it's time for you to make sure that your child

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Closing a Retirement Income Gap

When you determine how much income you'll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to

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Do I Need a Living Will?

The short answer is yes, you need a living will.

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Creating Your Financial Planning Roadmap

A map is a wonderful tool. If you are lost or find yourself in unfamiliar surroundings, a map can be used to help you pinpoint where you are.  Once you get your bearings, the map can be used to

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Investing in Uncertain Markets

“If you don’t know where you’re going, any road will take you there.”  (Cheshire Cat from Alice in Wonderland)

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Skeptical Yet Vulnerable: How to Protect Yourself Against Identity Theft

Older people who encounter fraud are less likely to lose money than younger people, but those who do lose money tend to have higher losses. The Federal Trade Commission received almost 1.7 million

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Mid-Year Is a Good Time to Fine-Tune Your Finances

The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the foundation you need to begin moving forward. Mid-year is an ideal

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Investor Psychology: Behavioral Biases That Can Lead to Costly Mistakes

The field of behavioral finance focuses on the emotional and cognitive aspects of investing. In recent decades, well-known economists have advanced the theory that investors' decisions can be

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