4 Steps to Take in the Last Year Before Retirement
How do you make the transition into retirement? Here are four steps that have worked well for our clients.
How Do You Turn Retirement Savings into Income?
If you’re wondering how you’ll turn your retirement savings into income, here are some points to consider.
How Much Money Is Needed for Health Care If You Retire Early?
Unrealistic expectations about the cost of health care can ruin an otherwise good plan for early retirement. Here are points to consider.
Why Ken Fisher Hates Annuities
Ken Fisher hates annuities, and we don’t like them either. Here’s why.
What Happens When a Loved One Dies Without a Last Will and Testament in California?
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.
What Is the Best Age to Retire?
If you’re trying to figure out the best age to retire, you have a couple of questions you should ask yourself.
What Are Qualified Expenses for a 529 Plan?
You can use a 529 college savings plan for so-called “qualified higher education expenses.” We break down what those expenses are.
Best Ways for Parents to Pay for College
College is expensive and getting more so. Here are ways parents can make college tuition more manageable.
Super Bowl 53 and the Legend of Justin “Don’t Tell My Wife” Kerrigan
It’s understandable that fans end up overspending for the Super Bowl. But what’s the opportunity cost? We look at the numbers.
2019 Key Tax Numbers for Individuals
Here are key federal tax numbers you should know for filing tax returns in 2019.
Should You Change Financial Advisors When You Retire?
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.
How Biases Affect Investor Behavior
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.
How to Financially Prepare Your Spouse for Your Death
When someone is facing their own death, making sure their spouse is prepared financially can help ease the transition.
2019 Financial New Year’s Resolutions
Here are financial New Year’s resolutions that you can get started on to help build peace of mind about your money.
Market Update
As you’re probably aware, stocks are having an awful fourth quarter. Since hitting a peak on Sept. 28th, stock prices broadly are down over 15% with some corners of the market, such as growth companies and small companies, declining the most.
If You Don’t Want to Do Research, Then Use Index Funds
Index funds get a lot of press, and they can be a solution for someone who doesn’t want to do research. But there is something better available.
Should You Pay Off Your Mortgage Before Retirement?
You may be wondering if you should pay off your mortgage before retirement. The short answer is, yes. However, consider these factors first.
8 Considerations for Divorce Financial Planning
If you’re considering a divorce (or are in the process of one), here are eight tips to help mitigate the financial impact.
Should I Hire a Financial Planner or Do It Myself?
Wondering whether you should hire a financial planner or do it yourself? Here are some points to consider.
End-of-the-Year Planning You Should Be Doing Now
You may be in holiday mode, but make sure to check these five items off your end-of-the-year planning checklist.