In the last piece, I described the origins and usefulness of a diversified retirement portfolio, and particularly the 60/40 stock/bond portfolio. The issue then
On a recent Saturday morning I was listening to the money talky guys on the radio. This particular one, an indexed annuity salesman, referred to fee-only
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
Read More
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
Read More
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
Read More
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
Read More
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
Read More
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
Read More
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
Read More
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the
