The Risks of Putting Too Much Money Into an Annuity
It may not be good to have all your eggs in an annuity basket. Or even a majority of your...
Why Life Insurance Matters for New Homeowners
If you buy a home and you have no life insurance, there is a financial risk. It may not be...
Catching Up on Retirement Saving
Do you fear you are saving for retirement too late? Plan to address that anxiety with some positive financial moves....
Why You Want a Retirement Plan in Writing
Many people save and invest vaguely for the future. They know they need to accumulate money for retirement, but when...
Good Reasons to Retire Later
Are you in your fifties and unsure if you have enough retirement savings? Then you have two basic financial choices....
Managing Student Loan Debt
Are you dealing with student loan debt? Have you explored ways to try and restructure it or have it forgiven?...
For Retirement, Income Matters as Much as Savings
Steady income or a lump sum? Last year, financial services firm TIAA asked working Americans: if you could choose between...
A Look at HSAs
Why do higher-income households inquire about Health Savings Accounts? They have heard about what an HSA can potentially offer them:...
The Importance of Equitable Estate Planning
Suzanne is widowed and has four adult children. Her investment portfolio is worth $1 million, and she owns a bed-and-breakfast...
Fear Must Not Inhibit a Financial Strategy
Fear affects investors in two distinct ways. Every so often, a bulletin, headline, or sustained economic or market trend will...