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
financial fitness

Take An Easy Financial Fitness Quiz

You sweat the extra pounds, eat around the calorie-filled holidays, even time your steps with a newfangled fitness watch. But are you financially fit? Your financial fitness is not as simple as … Read more

Posted on April 15, 2016 by

Retirement: Is Your Glass Half-Full?

One of the fundamental premises of retirement saving is prudent compounding. Now, before your eyes glaze over completely, consider two perspectives: Sally is 26 and has saved about $10,000 for … Read more

Posted on April 11, 2016 by
buffett latest

Warren Buffett Latest: All You Need To Know

The billionaire investor Warren Buffet released his latest annual letter to shareholders this past week, and it was a doozy. The letter was full of optimism, a call to investors to … Read more

Posted on March 2, 2016 by
dividend yield

Investing Basics: What Is Dividend Yield

Retirement portfolios make money for you a number of ways. Of course, they hold stocks, which can rise in value and be sold at a profit. They also hold bonds, … Read more

Posted on February 26, 2016 by
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