Attention Clients! Hello! I have so much information this month, there is room for only one picture! Asher and I did a father-son weekend...

John F. Wasik, Contributor Oct. 13, 2021 The Social Security Cost-of-Living Adjustment, or COLA, is going to be 5.9% next year. While...

Ron Carson, Contributor Oct. 12, 2021 The month of October is known for a lot of things, shorter days, cooler temperatures, falling...

Roger Whitney, Contributor Oct. 11, 2021 If you're within 5 years of retiring, you have a window of opportunity. Don't miss it. A little...

Unlike stock investors, those who invest in bonds usually have a way to gauge how risky an investment might be. It’s the rating assigned...

Depending on your age and circumstances, retirement can feel far away and mysterious or achingly close and excitement (or panic)...

The sooner you start saving, the less you have to put away each month to accumulate the needed funds for retirement. For example, say as...

Saving money is a bit like exercising. We all know how important both are, but it can be hard to actually get into the habit of doing...

Protecting your financial accounts and information is extremely important. Here are some steps to help you: Passwords and PINs Create...

A pension plan has become exceedingly rare, or at least that’s the conventional wisdom. But that doesn’t mean pensions are not still an...

Your asset allocation mix represents your personal decisions about how much of your portfolio to allocate to various investment...

Everyone’s goals for retirement are different. Maybe your dream is to travel the world; maybe it’s to live closer to your grandchildren....

Despite the natural pull investors may feel toward stocks similar to those they’ve had good experiences with, the best way to reduce risk...

Tax-loss harvesting is choosing to sell some investments at a loss to reduce taxes on realized capital gains from other investments. The...

To make sure your retirement isn’t derailed, consider these tips: 1. Start saving now. Because of the power of compounding, starting to...

Many people believe they don’t need a will. But how valid are the more common reasons for not preparing a will? Your estate is too...

Retirement planning is a lifelong process. Below are some of the key retirement-planning actions you need to be taking from your 20s...

Organizing and planning an estate is not a simple process. After deciding who should receive major assets like your house, business,...

None of us know when a crisis is going to hit, and a job loss or sudden disability can be financially devastating. Financial...

Rules of thumb exist that say you should be insured for between six and 10 times your annual earnings. But these ranges can be very wide...