Latest articles by Jared Elson, Investment Adviser
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Social Security and Medicare Funding: Is the Sky Falling?
Social Security and Medicare are slowly running out of money, but what does that mean for the retirees counting on them? Actually, it's not all bad news.
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This Election, Your Financial Plans Should Focus on Taxes
Don't let election drama tempt you into changing the makeup of your portfolio. The sensible move right now is to work out how to lower your future tax burden.
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Interest Rate Cuts and Inflation: What's Really Going On?
For more than two years, we've heard a steady drumbeat of news highlighting inflation and its impact on interest rates. The correlation seems clear, but the issue is actually more complex.
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How Much Do You Really Need to Save for Retirement?
Enough retirement savings for one person might not be nearly enough for another or way too much for someone else. Here’s what to consider.
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How to Take a Break Without Breaking the Bank
Setting savings goals and a budget and including the kids in the planning can make your vacation more relaxing and less stressful.
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Avoid Surprises: Don’t Procrastinate on Your Taxes
You really should start thinking about next year’s taxes immediately after filing this year’s. Better tax efficiency could save you some serious dough.
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Here’s a Step-by-Step Guide to Retirement Planning by Age
Applying these best practices of retirement planning to each phase of your life can help put you on track for the retirement of your dreams.
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Give Your Charitable Giving a Boost With These Strategies
Donating to charity is easy. Getting the most from your donation and paying less in taxes can be more complicated.
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Want to Avoid Years of Crushing Debt? Save for College Now
College is more expensive than ever: Not properly planning to fund your own education or that of your child could saddle you or them (or both of you) with decades of debt.
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All About RSUs: How They Work and What You Should Know
Restricted stock units, not to be confused with stock options, have become a popular way for companies to incentivize top talent to stick around.
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During Market Volatility, Avoid These Common Investing Pitfalls
Managing risk, diversifying and taking emotions out of your decisions can help protect your portfolio and help you sleep better at night.
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Don’t Let Long-Term Care Costs Devastate Your Retirement
Long-Term Care Insurance Can you afford $8,000 per month for care? Chances are, you'll need it at some point. Some solutions to that pricey problem include long-term care insurance, "living benefits" and annuities.
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Get A Portfolio That Pays You During Retirement with Dividend Investing
investing When it's time to start pulling money out of your retirement savings, it's nice to know that dividends are pumping it back in. But you've got to be careful when picking which dividend payers to rely upon.
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Even if Fiduciary Rule Gets Killed Under Trump, Investors Have Wised Up
Financial Planning Thanks to all the hubbub, retirement savers are more savvy about fees. What they now know: How your adviser is paid can reveal possible conflicts of interest.
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Protect Your Nest Egg From a Volatile Market
Making Your Money Last As you approach retirement, you need to be more aware of sequence risk and adjust your portfolio accordingly.
Making Your Money Last
