Budgeting & Spending
What is a Recession?
What is a recession? The good news? Well, recession isn’t always so bad and you probably won’t know are in one until after it’s over.
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Financial Advisors
Podcast 71: Eric Balchunas, Bloomberg’s ETF Guru, Discusses his Book, “The Bogle Effect”
Bloomberg’s Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.
Lifestyle
Impact Investing Returns: Do Well — Financially and Socially — by Doing Good
Impact investing – sounds exciting, but should it be for retirement? Find out if it is a good idea to support a cause with retirement funds?
Retirement Savings and Investments
How to Use the I.R.S. to Figure Out Safe Withdrawal Rates in Retirement
The Internal Revenue Service (I.R.S.) is not usually thought of as an institution that adds a lot of value to our lives — to the contrary in fact. However, a fe…
Planning
Podcast 70: Burton Malkiel and “A Random Walk Down Wall Street” 50 Years Later
Professor Malkiel discusses the latest edition of his legendary book and some of the biggest lessons from his own life.
Retirement Income
New RMD Ages in 2023 and 2033: Immediately See the Impact on Your Retirement Income and Taxes
See the impact of new 2023 and 2033 RMD ages on your projected retirement plans. Your taxes, income, and Roth strategies may have changed.
Planning
Big RMD Changes and 11 Other Retirement Planning Headlines from SECURE 2.0 and the Omnibus Spending Bill
There are big retirement planning changes with passage of the Omnibus Spending Bill, including the SECURE Act 2.0. See how you are impacted.
Retirement Income
6 Strategies to Manage Required Minimum Distributions (RMDs)
Are RMDs desired income or a cost? Either way, preserve wealth with these 6 strategies for minimizing taxes on your withdrawals.
Planning
I Have $1 Million and I Still Can’t Afford to Retire!
Millionaires are nearly as worried as average savers about their retirement. Find out why.
Earning
15 Pros and Cons of Dividend Stocks for Retirement Savings
Too good to be true? Explore 15 pros and cons of dividend stocks. Good for retirement income, but also expensive, confusing, and risky.
Retirement Savings and Investments
Tips for a Snarling Bear Market: Stay Calm, Let the Bear Back Down
Bear markets aren’t so different from real life bear encounters. With both you want to remain calm and wait for the bear to retreat.
Financial Wellness
Worried About the Markets? Run Bear Market Scenarios with the Planner
Explore how to use the Planner to model bear market scenarios. See what might happen over the next year or two with your investments.
Financial Wellness
6 Competing Retirement Investing Goals and How to Sort Them Out for Long-Term Wealth
Creating a retirement investment plan for after you retire is downright complicated. Explore 6 competing priorities and how to invest for long term wealth.
Financial Wellness
Coping with Financial Crises: Wealth-Building Lessons from Recent History
Don’t repeat mistakes from history. The 5 most recent financial crises provide lessons on protecting and building wealth in troubled times.
Retirement Savings and Investments
Sample Asset Allocations: What Is Right for You?
Explore investing rules of thumb as well as sample asset allocations to help you know if you are on the right track. Read now!
Financial Advisors
Investment Advice: What Kind of Help Do You Really Need? How Much Should it Cost?
You have options for investment advice at different costs and service levels. But, the most popular option may not be the best. Learn why…
Financial Advisors
Is a Bond Ladder Strategy Right for Your Retirement?
Bond ladders can be used to protect against interest rate risk. Discover what they are and why you would use one to secure your future.
Retirement Savings and Investments
The Stock Market Has Worst First 6 Months of Year Since 1970s: Is it Time to Buy In?
Wall Street news isn’t great: bear market, inflation & more. However, it may be a great opportunity to invest. Explore 12 tips to help you know if it is for you…
Earning
What’s New on Your 401k Statement? (Why Does it Appear You Have So Little Retirement Income?)
Your next 401k statement is going to look different. And, your retirement income projections may be concerning. Find out why.
Financial Wellness
Winners and Losers with the Recent Interest Rate Hike
As with any economic shift, there are winners and losers. See who benefits and who will suffer more from the recent interest rate hike.
Financial Wellness
Don’t Panic and 4 Other Quick Reminders for an Economic Downturn
Here are 5 quick and easy tips to consider as stocks slide, interest rates rise, and inflation persists.
Estate Planning
9 Tips to Help Your Grandchildren Financially and Otherwise (I Bonds Are a Hot Topic)
You may want to help your children or grandchildren financially. If you have the money, here are 9 tips for passing it on. Learn more…
Planning
Planning Retirement in an Uncertain Economy: How Much Should You Adjust Your Plans?
It is a worrisome time to be planning retirement. Explore 9 ways to adjust your plans for an uncertain economy.
Retirement Savings and Investments
I Bond Pros and Cons: Why They’re Such a Sweet Treat Right Now
I scream. You scream. We all scream for… I Bonds. Learn why there is so much excitement for I Bonds and explore the pros and cons of this investment.
