Latest
-
Why a 15-Year Mortgage Could Be the Key to a Larger Nest Egg
Your mortgage payments would be higher, yes, but you'd save quite a lot on interest and be mortgage-free 15 years sooner, freeing assets for other investments.
-
How to Deal With Inflation: Advice From a Financial Adviser
Higher prices are hitting everyone, but if you're especially hurting, here are some ways that could help you to cope.
-
Recent Graduate? Financial Fitness Starts Here
Once you've landed a job, it's time to optimize your starting salary with a focus on creating a budget, paying off student debt and saving for retirement.
-
Finance 101: Money Skills Every New College Student Needs
College is a perfect time to put financial know-how to the test. Here's how parents can set their kids up for success by making smart money choices.
-
Does the Government Insure You?
It might surprise you to learn that you could be relying on Uncle Sam for some of your insurance needs.
-
How Much Life Insurance Do You Really Need?
Here's an example of what life insurance coverage would look like, with actual dollar amounts, for a hypothetical family with a mortgage and student debt.
-
Five Money Lessons From a Dad — and a Financial Adviser
Hey, parents: Do you have a clear plan for teaching your kids about money? Get started now, with a little help from a friendly financial adviser father.
-
AI and Your Portfolio: How LLMs Can Boost Your Investments
Large language models (LLMs), such as OpenAI's GPT-4, can sift through massive datasets, identify patterns and generate insights about investment decisions.
-
Three Reasons You Need to Use a 529 Plan (and Two Reasons You Don't)
Tax benefits and a Roth IRA feature make 529 college savings plans attractive, but they're not a one-size-fits-all option.
