The Underutilized Roth IRA
While most investors are familiar with the traditional IRA, only some understand the powerful benefits of a Roth IRA. A Roth IRA is ...
04 Jan
Blog
22 Dec
Statistics, Facts, and Trends On Estate Planning
No one looks forward to planning for what will happen to their assets after they die. It means confronting mortality, which is problem...
05 Dec
How 401(k) Plans Work: How to Save More Than Your Peers
For many Americans, the 401(k) plan is the bedrock of retirement planning. More than 100 million Americans are covered by these plans,...
24 Nov
Which is Better Liquid Vs. Non-Liquid Assets
You may not have chosen your investments based on what investments are “liquid” or “non-liquid,” but understanding the difference is im...
21 Nov
Automating Your Finances & What Does It Mean
Rarely heard: I’m saving too much. On the contrary, according to a survey by Bankrate, more than half of Americans couldn’t cover th...
14 Nov
Retirement Planning Facts & Trends
Planning for retirement is more difficult now. A combination of the COVID-19 pandemic, high inflation, and a plunging stock and bond m...
27 Oct
How to Choose Financial Advisor & Questions to Ask
You wouldn’t take your car in for an oil change without knowing how much it was going to cost. Yet, investors are woefully ignorant of...
06 Oct
Why Does Evidence Based Investing Matter?
As the name would suggest, evidence-based investing uses evidence to fashion an investment strategy. The evidence shows that no-load, ...
06 Oct
Secure Your Future With Tax Planning
Arthur Godfrey once said, “I’m proud to pay taxes in the United States, but I’d be just as proud for half the money.” Early in our c...