save big money on taxes

Save Big Money On Taxes Every Year

We’re still a month away from Tax Day, so now’s the time to take action and save yourself some money on taxes. Many Americans think about this process backwards. They overpay … Read more

Posted on March 10, 2017 by
uncertain times

How To Invest In Uncertain Times, Trump Edition

It has been pretty hard over the past week to ignore the headlines coming out of Washington. President Donald Trump seems to be a one-man news machine, whether via the … Read more

Posted on January 30, 2017 by

Retirement Tax Moves You Probably Are Missing

It’s January, the beginning of tax season. Time to gather up your pay stubs and deductions and figure out if you owe money or can expect some back from Uncle … Read more

Posted on January 20, 2017 by
social security

Do You Know What Social Security Pays?

Thinking about retirement begins for most people in their 40s or, perhaps, 50s. Yet investing and planning for your retirement has been under way far longer. You begin to save … Read more

Posted on January 6, 2017 by

The Easiest Resolution You Will Ever Keep

Around this time of year you doubtlessly will find dozens of articles on line proposing resolutions for the New Year — how to lose weight, be active, read more, save … Read more

Posted on December 30, 2016 by
risk-free rate

Investor Facts: What Is The Risk-Free Rate?

The risk-free rate is the rate of return on an investment that carries no risk of loss. Every investment carries with it some level of risk. Nevertheless, investment managers often … Read more

Posted on December 22, 2016 by
save more

Save More By Killing One Big Debt

Everyone knows the feeling: Rushing toward the end of the month and hoping the bills get paid. Unless you’re financially independent, it’s a normal pattern even at high income levels. … Read more

Posted on October 14, 2016 by
average savings

Do You Have Average Savings, Or Better?

Average savings numbers can be misleading, to say the least. Consider this thought experiment. Five people are standing in a room and Bill Gates walks in. Before, the average savings … Read more

Posted on September 14, 2016 by
what is yield

Investing Basics: What Is Yield?

Investing for the long term, particularly for retirement, seems to be a game of buying low and selling high — and it is. Stocks you buy today should be worth much … Read more

Posted on July 29, 2016 by
do i need an advisor

Investing Basics: Do I Need An Advisor?

Investment advice comes in many forms, with many purposes. Some of it is about budgeting, insurance and spending, some about actual investing for retirement. But take a step back. Does … Read more

Posted on May 6, 2016 by