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Articles

Investment Planning: The Basics

Why do so many people never obtain the financial independence that they desire? Often it's because they just don't take that first step — getting started. Besides procrastination, other excuses

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Balancing a Retirement Portfolio with Asset Allocation

The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it's even more important, since the mix of various types of

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Retirement Plan Considerations at Different Stages of Life

Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, are

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Investing for Major Financial Goals

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little

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Understanding Risk

Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about

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Roth IRAs vs Roth Employer Plans

The option to use Roth versions of employer 401(k), 403(b), and 457 retirement plans are becoming more prevalent in recent years from both public and private employers. While these Roth employer

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How to Recover from a Mid-Life Financial Crisis

A financial crisis can be scary at any age, but this is especially true when you're in your 40s or 50s. Perhaps you're way behind on saving for retirement or have too much debt from unnecessary

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Financial Considerations When Facing a Disability: Part I

Facing a disability can upend finances, shatter psyches, reshape relationships, and transform societal roles.  A disability impacts not only the individual disabled but family members, friends,

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Rules on Opening a 529 Plan Account for College

Year over year, participation in 529 plans continues to rise.1 Anyone can open an account, lifetime contribution limits are typically over $300,000, and there are tax benefits if the funds are

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The Fed Hits the Brakes: No Rate Hikes Projected in 2019

At its meeting on March 20, 2019, the Federal Open Market Committee (FOMC) maintained the benchmark federal funds rate at the target range of 2.25% to 2.50% that was set in December 2018. This in

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