Hire a Financial Advisor or Do It Yourself: What’s Right?
Here are top considerations to help you decide whether to hire a financial advisor or do it yourself.
How to Use a Donor-Advised Fund for Your Charitable Giving
A donor-advised fund has features that make it attractive, including the tax deduction. Here are tips to use a DAF in your charitable giving plan.
Should You Take a Pension Buyout Offer?
If you are offered a pension buyout offer, here are three factors to consider as you weigh your options.
How to Set a Retirement Travel Budget
Setting a travel budget in retirement is not as easy as it is when you are working. Here are some points to help you enjoy traveling without hurting your budget.
Year-End Financial Planning You Should Be Doing Now
As the year winds to a close, it is time to see if there’s any year-end financial planning that you can take advantage of.
IRA Rollover Rules to Know
There could be a lot of reasons why an IRA rollover makes sense for you, but make sure you know these IRA rollover rules first.
Athletes and Their Money
Some professional athletes get million-dollar contracts and end up bankrupt. What personal finance lessons can we learn from them?
Beware of Annuities: 5 Things You Need to Know
Our fiduciary advisory firm recommends that people beware of annuities. Here are five reasons why.
Does an Inverted Yield Curve Predict a Recession?
What’s the link between an inverted yield curve and a recession? We look at what happens when the yield curve inverts and what it could mean for you.
Everything You Need to Know About RMDs
When you turn 70.5, you need to take required minimum distributions. We cover how RMDs work, how they’re taxed, and other key points.
Top 12 Major Life Events to Financially Prepare for
Life’s milestones can have a big impact on your finances. Here are 12 major life events to include in your financial planning.
Are Annuities Ever a Good Investment?
Salespeople can make annuities sound like the answer to every financial planning issue ever, but the hype and the reality are very different.
Why Hire a Financial Advisor When You Can Invest in Index Funds?
Putting your money into an index fund might sound like a great idea, but financial advisors can add value where funds don’t.
How to Turn an IRA into Retirement Income
Turning on income from an IRA once you retire doesn’t have to be difficult, but mistakes can result in higher taxes or even no income. Here’s what you need to know.
5 Mistakes People Make After Inheriting Money
If you’ve received an inheritance, avoiding these five common mistakes can help make your money last.
Careful with That 60-Day IRA Rollover!
If you’re thinking about doing a 60-day IRA rollover, make sure you know the rules, or it could cost you.
What’s Your FICO Score?
Thinking of applying for a mortgage or car loan? It’s a good idea to check your FICO score in advance. Here’s what you need to know about your credit score.
Tips to Survive the DMV and Real ID
Need a strategy to go to the DMV? Want to get the Real ID? Here are some tips for a smoother experience.
How to Withdraw Money from a 529 Plan
You used a 529 plan to save money for your children’s or grandchildren’s college years, but what are the rules for withdrawing that money?
How Much Money Do You Need to Retire in Orange County?
When figuring out how much you need to retire, look at these 12 areas.