Latest
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How to Spot a Contractor Who's Not Playing by the Rules
Being a general contractor is not a game, yet some misrepresent what they're licensed to do. Here's a cautionary tale, plus some signs to watch for that something's off.
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How to Rank Your Financial Priorities
Circumstances are different for everyone, but this adviser with 20-plus years of experience shares some insights on getting your financial priorities in order.
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Medicare or Medicare Advantage: Which Is Right for You?
From overall costs to availability of care, here's what to know about the differences between traditional Medicare and Medicare Advantage plans.
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Wealth Is More Than Just Your Money: How to Manage It All
In addition to handling your financial wealth, consider ways to manage your non-financial assets: health, knowledge, time and relationships.
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You're 60 Years Old With $1 Million Saved: Can You Retire?
The answer depends on several factors. The key is to create a plan that combines all aspects of retirement — income, taxes, health care and legacy planning.
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Are You a Danger When You Drive?
You might be shaking your head no, but read on for the five things that most of us have at some point done, or are doing, that could cause an accident.
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Come as You Are: Wealth Management for Gen X
Gen X is stuck in the middle of kids and aging parents, but retirement's not far off. Time to prioritize, with help from Nirvana, The Eagles and David Bowie.
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UTMA: A Flexible Alternative for Education Expenses and More
This custodial account can be used to pay for anything once the beneficiary is considered an adult in their state. There are some considerations, though.
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How to Create a Retirement Plan That Checks All Your Boxes
You might consider starting with a model retirement plan that has already been assembled and is ready to be refined to meet your objectives.
