Latest articles by Kristian L. Finfrock, Investment Adviser
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Looking for Your Dream Retirement? Better Get an Up-to-Date Map
retirement planning The route you were planning may not work in today’s retirement reality. Here’s how to prepare for some detours.
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Waiting to File for Social Security Benefits Is Hard, but Payoff Is Sweet
social security Your piece of the Social Security pie will be bigger each month for the rest of your life if you do.
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When It Comes to Retirement, Look for a Plan, not a Pitch
Financial Planning Pick your plan, and your planner, with your eyes wide open. The ability to dig beneath the surface of a pitch can be a retirement saver's best friend.
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Maximize Your Savings Opportunities With the Often-Overlooked HSA
savings These health savings tools can offer a triple tax advantage for some.
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How to Survive the 'Retirement Red Zone'
Making Your Money Last For those people nearing retirement or who have just retired, the best offense is a good defense. With today's volatile stock market, that advice is more important than ever.
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With Taxes on Sale, Consider a Roth Conversion to Make the Most of Lower Rates
taxes Judging whether you’re a good candidate for a Roth IRA conversion requires some thought, but if you answer yes to these three questions, it could be worth considering.
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Have You Outgrown Your Financial Professional?
retirement Your needs change the closer you get to retirement, so even if you have a great financial adviser, the relationship may no longer be a good fit. How to tell when it's time to move on.
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5 Things Not to Do When Planning Your Retirement
Financial Planning Sometimes a "to-don't" list is more helpful than a to-do list. Here are five mistakes that many people make when thinking about retirement.
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Alternative Investments for Your Portfolio
investing Beyond traditional mutual funds, stocks and bonds, you can find greater income and lower volatility.
investing
