The pros and cons of pooling finances with your significant other Some couples face a difficult (and sometimes awkward) question …
Optimizing Required Minimum Distributions
Required minimum distributions take on added urgency as you approach (and reach) age 73, with specific rules and tax implications …
The elusive buy/sell strategy of perfect timing
Trying to buy or sell assets based on absolute market highs or lows may produce lower returns. Buying low or …
Managing a Budget During Your Retirement
Retirees face a critical task in managing their income and expenses to ensure that they can support their lifestyle and …
Everything is Better with Bacon
It even makes understanding inflation easier. Let’s face it: talking about bacon is always fun. It can even help illustrate …
The Swiss Army Knife of Financial Tools
In recent years, another retirement savings vehicle has come about that might be superior to the 401(k): a health savings …
Creditors & Predators: Financial Planning and Liability Insurance A Love Story
Everybody knows that lawsuits and lawyers cost a lot of money, and being involved in a lawsuit could cost you …
You’re Young, Not Stupid
It’s easy to understand why saving for retirement isn’t a priority in your 20’s. But youth is a huge advantage …
Small Business Financial Planning
RUNNING A SMALL BUSINESS CARRIES WITH IT UNIQUE FINANCIAL PLANNING CHALLENGES, WITH MONEY CONCERNS AN ONGOING BURDEN FOR THOSE WHO …
Tempted to Tap Your 401(k)? Ask These Questions First
Early withdrawals from retirement accounts are not only costly, but they can also disrupt your financial future. Think about the …