Get financial clarity, insight, and analysis delivered straight to your inbox.
Subscribe to our weekly blog.
Are Your Bank Accounts Fully Insured?
As we approach the end of the year, it is a good time to review your bank accounts and determine whether your money is safe. Will you get all your money back if the bank fails?
Avoiding Credit Score “Dings”
With the sound of holiday bells in the air, don’t turn a pleasant ring into a dreadful ding! Overspending on credit cards for all that shopping and merriment could turn that nice ring into a credit score “ding” in January.
Why Do-It-Yourself Investors Underperform
According to Dalbar, people who managed their own investments over the last twenty years achieved a 2.5% return while the S&P 500 went up 9.2%. Why such a disparity?
Thanksgiving Family Financial Discussions
Once you have traveled “over the river and through the woods” to your parent’s or grandparent’s house for Thanksgiving, you may discover that your loved one is in need of care.
Hiring an Investment Advisor? 3 Red Flags
Who you hire to manage your money may be one of the most important decisions you make. Many investors have been devastated by fraudulent or incompetent investment advisers.
Confused over Health Savings Accounts?
Health Savings Accounts are a great vehicle for paying medical expenses in the most tax-efficient manner. For those eligible, maximizing your annual contributions will provide tax benefits now as well as after you retire.
What’s Your Retirement Vision?
Do you have a vision for how you will spend your retirement? If you have a spouse or significant other, does it match theirs?
Signing Up for Medicare
As people approach retirement, they begin to think about health insurance and the need to sign up for Medicare.
401(k) Loans: Good or Bad Idea?
Many 401(k) plans allow participants to borrow money from their accounts. It may be a convenient way to get access to cash, but it comes with a price. Read on for the pros and cons that should be considered.
Is Alibaba a Good Investment?
Alibaba is the Chinese version of Amazon and eBay. However, it is already larger than both of them combined! It just went public and investors can now buy its stock on the New York Stock Exchange.
Long-term Care Insurance – Important Changes
If you have ever considered the purchase of a long-term care insurance policy, you may want to get serious. Fewer providers, increasing premium rates, and reduced benefits are changing the landscape.
Who Wants to Be a Millionaire?
Fifteen years ago this month, the game show “Who Wants to Be a Millionaire” burst onto the scene and into our collective conscience.
