financial literacy

Investing Basics: What Is Financial Literacy?

Financial literacy is a solid understanding of finance in ordinary life. Financial literacy can be as simple as grasping the value of a dollar as a youngster and as complex as … Read more

Posted on February 21, 2018 by
tax withholding

Big Tax Refund? You’re Doing It Wrong

You probably know someone who calls a big tax refund a “government vacation fund,” getting back $4,000 to $5,000 every year in a federal tax refund and a smaller amount … Read more

Posted on February 5, 2018 by
exchange traded fund

Investor Facts: What Is An Exchange-Traded Fund?

An exchange-traded fund (ETF) is an investment vehicle that tracks a specific investment index. ETFs often are compared to index funds, which also use baskets of investments such as stocks … Read more

Posted on February 2, 2018 by

5 Retirement Planning Mistakes To Avoid

Many people do their own retirement planning, which is fine. Yet most should at least consider hiring an advisor with planning experience. A small mistake can be corrected if caught … Read more

Posted on January 22, 2018 by

Investor Basics: What Is Vesting?

Vesting is a company policy that specifies when an employee fully controls retirement plan contributions made to his or her account by the employer. Employers want to keep you as long as they can. As part of … Read more

Posted on January 19, 2018 by

Track Your Spending For A Realistic Budget

Would you believe that for a large percentage of Americans the word “budget” isn’t a part of their active vocabulary? Indeed, the idea of a budget for many people is … Read more

Posted on January 12, 2018 by

Investor Facts: What Is An Annuity?

An annuity is a contract that takes in cash and then pays a fixed income stream to its holder for a set period of time. As retirement nears, the shift … Read more

Posted on January 12, 2018 by
retirement planning

4 Questions To Start Your Retirement Planning

Retirement planning is complex. There are many variables and uncertainties. This makes it hard to get started. One way to get started is to answer these four essential questions. Question … Read more

Posted on January 6, 2018 by
enterprise value

Investor Facts: What Is Enterprise Value?

Enterprise value is a calculation of a company’s total value in dollar terms. Figuring out what a company is “worth” can be difficult. Often, investors use market capitalization, the dollar … Read more

Posted on January 5, 2018 by
retirement investments

Your Retirement Investments Are Only Half The Equation

Retirement investors often focus on “the number,” with good reason. How much you have saved and invested over the years will determine your retirement lifestyle for sure. If you have … Read more

Posted on December 30, 2017 by