Retirement Savings and Investments

Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event. 

Successful investing is not all about numbers and analysis. Emotions can help and hurt your financial security. Learn how!

Get insights for the best way to use your money. What are the pros and cons of paying off mortgage vs. investing?

Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons.

These 12 year-end tax tips for retirement will help you minimize your 2023 taxes and reduce future tax bills.

Asset location is an important concept if you are trying to save and build wealth. Explore ways to locate funds to minimize taxes.

Explore 9 important considerations when it comes to establishing, tracking, and managing a holistic investment strategy.

Learn about average home equity and how it impacts your wealth, especially if you are in the lower or middle classes.

Your money personality type can impact your retirement security. Find out which type(s) you are and learn how to use it to your advantage!

The best investment? It isn’t always a stock or financial instrument. Other life choices can improve both your monetary and overall well being.

Rebalancing is a critical part of any investment strategy. Learn about setting asset allocation targets and the finer points of rebalancing.

Are you wealthy? Are you defining wealth correctly? See how people think about wealth and compare your financial well being to others’.

According to experts, one of the biggest risks in financial planning isn’t investing in a volatile portfolio, but rather avoiding risk altogether.

Index funds can be a great way to invest for retirement because they are easy to understand, low cost, and very effective.

Saving for retirement takes discipline. However, when you are still working, creating a retirement investment plan can be relatively straightforward. The goal is to simply grow the money. But, when you retire, your investment goals become multi-faceted, layered, and it can seem downright complicated. You still want your money to grow, but you have a whole…

Nobel prize winner Robert Merton outlines the 3 steps you need to take to create a retirement income plan for a secure future.

Building wealth can seem like it will take a miracle. Compound interest (especially if you start early) might just be the magic you seek.

Are dividend producing investments the golden goose of your retirement portfolio or a big goose egg when it comes to returns? Explore the pros and cons and find out.

Explore bull market characteristics and what investors need to know to navigate these periods of market optimism.

Get details on historic returns and a framework for making your rate of return projections. Here is info you need for a more secure future.

William Sharpe has contributed significant brain power to solving for retirement security. Learn about the lockbox strategy and other ways to set up your retirement income.

Mastering the financial basics is doable by anyone at any age. Here is a simple guide. Steps to take at 20, 25, 45, or even 55 to get and stay on track to a secure future.

A 529 plan can be a tax advantaged way to fund education. However, the real benefits of these accounts are greater for some.

The first thing you need to do to gain financial control, is build emergency savings. Find out why and how much you need to have.