Unrealistic expectations about the cost of health care can ruin an otherwise good plan for early retirement. Here are points to consider.
Read More
Ken Fisher hates annuities, and we don’t like them either. Here’s why.
Read More
When a loved one dies without a last will and testament in California, the state’s intestate laws take effect. Proper estate planning can help prevent this.
Read More
If you’re trying to figure out the best age to retire, you have a couple of questions you should ask yourself.
Read More
You can use a 529 college savings plan for so-called “qualified higher education expenses.” We break down what those expenses are.
Read More
College is expensive and getting more so. Here are ways parents can make college tuition more manageable.
Read More
It’s understandable that fans end up overspending for the Super Bowl. But what’s the opportunity cost? We look at the numbers.
Read More
Here are key federal tax numbers you should know for filing tax returns in 2019.
Read More
Retirement brings new—and often complicated—personal finance decisions. You may be wondering if it is time to change financial advisors. Here are some considerations.
Read More
As humans, we are wired to our investing disadvantage. We retain all the behavioral biases we had in junior high, and they cause us to be poor investors.
Read More
When someone is facing their own death, making sure their spouse is prepared financially can help ease the transition.
Read More
Here are financial New Year’s resolutions that you can get started on to help build peace of mind about your money.
Read More