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I’m Confused — What the Heck is a 401(k), IRA, and Roth?

Roth—401(k)—IRA—oh my! What do all these numbers and letters mean anyway? Perhaps you know that they have something to do with retirement, but that’s all you know. It’s important to know the different options for saving for retirement so that you can get the...

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Student Loans and Marriage: Good Communication Helped Us Tackle Massive Debt

My wife, Tori, and I started dating about a decade ago. Little did we know then that we would face...

The ABCs of RMDs

One of the most daunting financial aspects of retirement, especially for people who have been diligent savers throughout their working...

The Perils of Emotions in Investing

In many ways, emotions are life’s seasoning; they spice up what might be somewhat bland or dull. Like spice, they...

This Year Resolve to be Realistic in Your Financial Resolutions

Anyone who goes to the gym knows the pain of searching for a spot in the parking lot at the…

Meeting with an Advisor

When we go to the doctor, we are all used to hearing those basic questions that they start their check-ups...

Planning for the Retirement Dream

Many of us picture our retirement years spent enjoying life without working, but have you planned for everything? Will you...

5 Basic Tips for Creating a Solid Retirement Plan

You know what the picture is supposed to look like: You spend your whole life on the job, working toward…

5 Steps You Can Take Now to Improve Your Retirement Income

If you’re a working American born anytime between 1946 and 1991, the research, analysis and more importantly, the five straightforward…

Realistic Retirement: Leveraging expectations with reality

Our culture builds a certain degree of optimism around the concept of retirement—people always “can’t wait until they can retire”…

Eating the Estate Planning Elephant… One Bite at a Time, Part II

You may have been cohabitating with your proverbial estate planning elephant for some time now, but if the first part…

Eating the Estate Planning Elephant… One Bite at a Time, Part I

No one wants to look at it, no one even wants to think about it, yet there it looms —…

Should You Put Your Kids’ Education ahead of Your Retirement?

If you’re like most parents, you want nothing more than to provide your children with a college education. Some have…