save before you invest

Save Before You Invest…Then Invest!

A new survey by shows that many of us couldn’t come up with enough money to pay an emergency room bill or keep a car running, and that we’d likely … Read more

Posted on January 8, 2016 by
tax prep to-dos

5 Tax Prep To-Dos For Retirement Savers

As the year winds down and the ball drops in Times Square, inevitably our thoughts turn to that other big annual deadline — tax filing day. Sure, it’s more than four months … Read more

Posted on December 31, 2015 by
investing moves

Year End Investing Moves That Work

It’s hard to believe, but in just a few short weeks 2015 will go into the history books. As the new year begins, it’s worthwhile to take stock of where … Read more

Posted on December 16, 2015 by
retirement worry

Give Yourself A Break From Retirement Worry

Remember being 20? (If you’re 20 and reading this, take note.) Everything seemed possible, and the sky was the limit. Sure, college is hard work, at least if you’re doing … Read more

Posted on December 11, 2015 by
retirement rules of thumb

Retirement Rules Of Thumb: Good, Better, Best

Figuring out a retirement plan is no walk in the park. The variables are many and the future is unwritten. And it’s stressful. Here’s the thing. That stress that is … Read more

Posted on November 20, 2015 by
better saving habits

Fool Yourself Into Better Saving Habits

What does it take to retire on time? Money, of course. But that’s where most of us stumble. Having money on payday doesn’t translate on the spot into savings unless … Read more

Posted on November 13, 2015 by
retirement money

Find Your Abandoned Retirement Money

How many jobs have you had over the past 20 years? Two, three? More? The typical long-term career involves seven or more job “hops,” that is, moves not within one … Read more

Posted on November 6, 2015 by
hiring a financial advisor

3 Questions When Hiring A Financial Advisor

Hiring a financial advisor is tricky. It’s not like selecting a carpet cleaner or a pet-sitter. You can easily hire a different company next time you need your carpets scrubbed, … Read more

Posted on October 16, 2015 by
real return

Investing Basics: What Is Real Return?

Retirement investors are hit with a barrage of arcane terms, and among the most arcane is “real return.” What do we mean by “real” when it comes to money? Not … Read more

Posted on September 10, 2015 by
financial advisor overpaid

Is Your Financial Advisor Overpaid?

Every few years, Forbes magazine does what is possibly their most entertaining annual list: Most overpaid actors. Simply enough, they compare the estimated earnings of the people on their Top … Read more

Posted on July 17, 2015 by