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Retirement Is as Simple as 1-2-3

If you boil it down to the basics, it's not as complicated or as daunting as you might think.

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Contributing Adviser

Is a Target Date Fund Right for You?
Tony Drake, CFP®, Investment Advisor Representative
Contributing Adviser

3 Tips to Align Your Portfolio with Your Values
Will Lofland
Contributing Adviser

What is a Revocable Trust and Do I Need One?
Philip J. Ruce, J.D., LL.M.
Contributing Adviser

Talking to Your Family About Money
Salene Hitchcock-Gear
Contributing Adviser

5 Charitable Planning Options That Can Save You Money on Taxes
Carlos Dias Jr., Wealth Adviser
Contributing Adviser

Hiring a Financial Adviser? Start the Conversation Simply with These Top 3 Questions
Erin Savage-Weaver, CFP®
Contributing Adviser

Breaking Down Risk Tolerance
Jamie Letcher, CRPC
Contributing Adviser

How to Lower Your Retirement Tax Rate to Less Than 10%
Jerry Golden, Investment Adviser Representative
Contributing Adviser

Beware of Kiddie Taxes When You Leave Heirs Your IRA
Mike Piershale, ChFC
Contributing Adviser

Take Ownership of Your Retirement Before It's Too Late
Patrick B. Healey, CFP® MBA
Contributing Adviser

Which Bucket Should Retirees Tap First, for Their Heirs' Sake?
Roger A. Young, CFP®
Contributing Adviser

The Power Company Fried My Appliances: What Are My Rights?
H. Dennis Beaver, Esq.
Contributing Adviser

What to Know Before Purchasing an Annuity Income Rider
Carlos Dias Jr., Wealth Adviser
Contributing Adviser

Insecure About Social Security? Use a Roth IRA Now to Maximize Benefits Later
Derek Overstreet, Investment Adviser
Contributing Adviser

5 Causes of Marital Money Stress (and How to Fix Them)
Deborah L. Meyer, CPA/PFS, CFP®
Contributing Adviser

Give the Money, Keep the Tax Break with Donor-Advised Funds
Scott Tucker, Investment Adviser Representative
Contributing Adviser

Don't Overlook Advantages of Making Insurance Part of Your Retirement Plan
Richard Pucciarelli, Investment Adviser Representative
Contributing Adviser

Are You Doing Your Financial Planning in a Vacuum?
Mark Pruitt, Investment Adviser Representative
Contributing Adviser

The Social Security Mistake Risk-Averse Folks Make
Jamie P. Hopkins, Esq., CFP, RICP
Contributing Adviser

How Many Investment Advisers Should You Hire?
James D. Harrington, assistant professor, CFA
Contributing Adviser

A Forgotten First Step in Wealth Creation: Emergency Funds
Chad Chubb, CFP®
Contributing Adviser

Needing to Hire? Think Wrinkles
H. Dennis Beaver, Esq.
Contributing Adviser

5 Key Lessons Learned in 25 Years of Retirement Planning
Nino Pavan, Investment Adviser, CFP
Contributing Adviser

The Avengers Were Wrong: Money Can Buy You Time
Scot Landborg
Contributing Adviser

Money Problems That Come with Financially Successful Careers
Joseph C. Conroy, CFP
Contributing Adviser

3 Tragic Retirement Investing Mistakes to Avoid
Taylor Schulte, CFP
Contributing Adviser

The Bank of Mom and Pop: The Benefits Afforded by Intrafamily Lending
Casey Robinson, CFP
Contributing Adviser

Avoiding the New Retirement Spending Spree
Mark Fried, Investment Adviser Representative
Contributing Adviser

Maximize Your Savings Opportunities With the Often-Overlooked HSA
Kristian L. Finfrock, Investment Adviser
Contributing Adviser

How Do You Fit into Your Financial Adviser's Plan?
Brent Ford, Investment Adviser Representative
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