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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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The ABCs of RMDs

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

Seven Questions to Ask Before Investing

We have all heard of the seven deadly sins, things that you should never do or you risk the harshest...

Rebalancing Your Portfolio

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that...

Planning on Paying for Your Kids’ College Education? Consider a 529 Plan

If you’re like many parents, not only do you feel somewhat obligated to put your kids through college, but there’s…

Seven Questions to Ask Before Investing

We have all heard of the seven deadly sins, things that you should never do or you risk the harshest…

Prioritizing Your Retirement Needs, Part I

When you take the time to ponder your retirement picture, how much do you see and how well-focused is the…

Estimating the cost of college

It doesn’t take a degree in finance to see the cost of college continues to rise.

Market Timing: Risk vs. Reward

For first-time investors, putting money into the stock market may seem like an intimidating task. You may be asking yourself,…

Rebalancing Your Portfolio

What is rebalancing and what does it have to do with my portfolio? Over time, different investments’ performances can shift…

Four Really Good Reasons to Invest

The reasons to invest may have nothing to do with your retirement. Here are four good reasons.

Measuring the Value of a Financial Advisor

Your financial advisor can help potentially earn higher investment returns and reduce retirement planning stress What’s the value of a…

The Anatomy of an Index

Did you know that more than $7 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index,…