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Even the Experts Can’t Figure Out How to Plan for Retirement Income
retirement planning Why? The old asset allocation model of retirement planning focuses on the wrong part of the equation. Instead, Income Allocation offers a better road map to reliable income throughout retirement.
By Jerry Golden, Investment Adviser Representative Published
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4 Big Retirement Blunders (and How to Avoid Them)
retirement It’s too bad, but financial advisers see these four mistakes all the time. Don’t fall into the same traps.
By Dan Brooks, Investment Adviser Representative Published
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No Jitters Here: How to Deal with 3 of Life’s Big Transitions
personal finance A new school year comes with anticipation – and anxiety. But those jitters don’t end at graduation. The transitions that adults go through, including marriage, family and career changes, can be just as unnerving. Taking the right preparations can smooth the way.
By Kara Duckworth, CFP®, CDFA® Published
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Your Doctor is Retiring. Here's How to Find a New Physician
health insurance More doctors are considering quitting due to burnout from the pandemic. If you must find a new physician, get recommendations from friends and review a potential replacement's qualifications.
By Alina Tugend Published
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It’s Never Too Late for a Family Meeting – Here’s How to Do Them Well
estate planning When there is a large inheritance at stake (or even when there isn’t), it’s a great idea to get everyone on the same page. A family meeting can make that happen, and it can even be enjoyable.
By Indrika Arnold, CFP® Published
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How to Find a Lost Retirement Account
Financial Planning A national database to find forgotten 401(k)s and pensions could be on the way, but savers should take action now to locate any missing retirement accounts.
By David Rodeck Published
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How to Decide If It’s Time for a Career Change
career paths The pandemic has prompted many workers to consider more fulfilling jobs. These people made it work.
By Rivan V. Stinson Published
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How to Change Your Address for Monthly Child Tax Credit Payments
Tax Breaks If you're receiving paper checks in the mail for your child tax credit payment, you can use the IRS's online portal to update your address.
By Rocky Mengle Published
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How to Prepare for Early Retirement
retirement planning COVID-19 has forced us to look closely at many areas of our life, including our plan for retirement. As this pandemic continues with new variants of the Coronavirus, some people nearing retirement are looking at this time of uncertainty as an opportunity to leave the workforce.
By Tony Drake, CFP®, Investment Advisor Representative Published
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How to Potentially Preserve and Grow Your Portfolio in a Volatile Market
retirement planning In volatile times, it’s always a good idea to get back to the basics of smart investing: setting goals, diversifying, determining your risk tolerance and thinking long term.
By Adam Lampe Published
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Win in a Red-Hot Housing Market
Becoming a Homeowner Whether you’re a buyer or a seller, these strategies will help you get the best deal.
By Daniel Bortz Published
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How to Give a First-Time Home Buyer a Hand
Becoming a Homeowner With home prices soaring, newbies may need financial help from their family. Here’s how to do it right.
By Rivan V. Stinson Published
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How to Play the High-Yield Rally
Becoming an Investor Junk bonds have been on a tear, so this fund has shifted to defense.
By Nellie S. Huang Published
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How to Profit From ETFs
Becoming an Investor Exchange-traded funds aren’t new, but they’re still red-hot. Here’s a detailed look at why you should consider these investment vehicles, for both your stock and bond allocations.
By Nellie S. Huang Published
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OK Boomer vs. Avocado Toast: How to Talk Money Across Generations
personal finance It’s time to quit the judgmental money blame game. Let’s open up some healthy lines of communication instead. It’s something that can benefit us all, and it can even be fun.
By Matt J. Goren, Ph.D., CFP® Published
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How to Boost Your Financial Savvy
Women & Money Women need to know how financial knowledge can help them take care of their families and themselves.
By Janet Bodnar Published
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How to Go to Cash
investing What exactly does it mean to 'go to cash,' and what should you do once you have?
By Charles Lewis Sizemore, CFA Published
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How to Invest In Real Estate: The Clear and Complete Guide
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By Staff Published
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How to Beat Inflation and Reduce Risk at the Same Time
annuities Retirees and pre-retirees are vulnerable to both market losses and inflation, so what can they do? Start by splitting your savings among three buckets: Safety, Safety Plus Growth and Growth.
By Ken Nuss Published
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How to Invest in Cannabis (Without Buying Cannabis Stocks)
marijuana stocks Ancillary companies provide cannabis businesses with materials, technology and services without ever "touching" the plant.
By Matt Hawkins Published
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How to Get a Car Deal in a Crazy Market with Karl Brauer
Buying & Leasing a Car As used car values soar, the old rules of how to get the best price still hold. Also, in the stock market, value stocks pull a rotation move on growth.
By David Muhlbaum Published
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How to Lose Your Dough Investing in a Pizza Restaurant
how to start a business Who doesn’t love pizza? That’s great, but just loving pizza won’t cut it when you hope to open a successful pizza place.
By H. Dennis Beaver, Esq. Published
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How to Generate an Extra $20,000 a Year in Retirement
Investing for Income That amount of money could change your life. Let me help.
By Jerry Golden, Investment Adviser Representative Published
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Here's How to Foster Good Financial Habits in Your Children
personal finance Your kids are learning money habits from you, whether you realize it not, so try to set a good example and find ways to directly involve them in your financial life.
By Andrew Rosen, CFP®, CEP Published
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How to Invest for a Higher-Tax Future
Tax Breaks Use these strategies to boost your after-tax returns.
By Nellie S. Huang Published
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How to Pre-Fund a Legacy So You Can Enjoy Your Retirement Guilt-Free
inheritance If you want to ensure your kids will get the inheritance you had in mind for them — and you want to be able to spend the rest of your money on yourselves in retirement without worry — here’s one way to do that.
By Michael Aloi, CFP® Published
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Divorce Styles of the Rich and Famous: How to Make Them Work for You
personal finance Your divorce isn’t as high-profile (or high-income) as that of Bill and Melinda Gates or Gwyneth Paltrow and Chris Martin, but you could learn a lot from how they and other big names handled their breakups.
By Holly R. Davis Published
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SSDI and COVID-19: How to Apply for Disability Benefits Now
personal finance The long-term physical effects of COVID-19 are still being discovered. If you’re thinking of applying for Social Security disability benefits, here are some things to know about the process and how COVID has made it more challenging in some ways.
By Steven Perrigo, J.D. Published
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How to Generate Tax-Efficient Retirement Income
retirement planning To limit your taxes, which accounts should you draw down sooner rather than later in retirement? The withdrawal strategy you decide to use could make a big difference, for you and for your heirs.
By Martin Schamis, CFP® Published