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,...
05 Dec
Blog
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...
26 Sep
Which is Better Financial Advisor vs Accountant
Choosing the right financial advisor is a serious decision, with major ramifications. You have a dizzying array of options, fee st...
11 Aug
Required Minimum Distributions 101
Understanding mandatory retirement account withdrawals. Provided by Zachary H. Armstrong, CFA, CPA If you are ap...