Are Emotions Controlling Your Personal Finances?
If anything good has come from the last few years of uncertainty and volatility, it’s that many of us are becoming more financially literate. We’re
Talking to your Aging Parents about Finances
For many families, finances are rarely discussed in detail, even as children mature into adulthood. But as your parents age, especially if they live into
How do I Start Planning for Retirement?￼
If you’ve just begun your career and started collecting a decent paycheck, retirement probably feels like it’s lightyears away. But it will get here quicker
The New Normal Retirement
It’s believed that retirement planning as we currently know it didn’t really exist until a few decades ago. Up to that point, people worked until
Retirement Income Planning Requires Realistic Spending Assumptions
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70%
Charitable Giving: Doing Your Due Diligence
Donating to charities is a win-win when filing taxes. You get to help a cause you care about and can claim dedications on cash contributions.
Should You Have a Living Trust?
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your
Asset Allocation = Risk Allocation
While the current stock market boom has some people rejoicing it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have
For Financial Planning Success Consider the Impact of Behavioral Finance￼
The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of savings, good investment
Why Financial Professionals Are Still Important
With the current popularity of robo-advisors, some wonder what the difference is between an algorithm and a ﬁnancial professional. Robo-advisors have been able to offer
Medicare in 2021: Here’s What You Need to Know
Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it
What’s Your Risk Management Plan?
Most people couldn’t bear the financial hardships resulting from unexpected events, such as a major house fire, a car accident, a disability or the premature