How much money will you need to retire? Answering this question is a cornerstone of the financial planning profession.
A Terrific Way to Increase Retirement Savings
401(k), Roth 401 (k)... and now after-tax 401(k) options. We’ve weighed the pros and cons of each, and give you our advice on which retirement plan to choose.
The 7 Benefits of Donor-Advised Funds
A donor-advised fund is like a mini-foundation that anyone can set up without the expense or a lot of paperwork, and it comes with other perks.
Medicare Enrollment: Avoid the Pitfalls, Take the Opportunities
How to sort through all the conflicting information you hear about Medicare, and who to ask if you have more questions.
Questions to Ask a Potential Financial Advisor
When you’re in the market for a financial advisor, you want to find one that’s going to be a perfect fit in the long run. What questions should you ask?
Active Versus Passive Investment Management—Our Philosophy
The common myth is that a smart investment genius can outwit the system with his choices, but “crowd-sourced” investment is usually far more successful.
Are Robo-advisors as Worthy as Real CFP® Professionals?
Is it a good idea to use online “robo-advisors” for financial or investment advice versus a real, live CFP professional? We don’t think so.
Recommended Read: How Warren Buffett Is Beating the Hedge Funders
No one can argue with Warren Buffett’s investment prowess. Listen to the NPR podcast about Buffett and his $1 million passive investment bet.
A 5-Step Remedy for Teen Affluenza
Tips to avoid cultivating teen affluenza, a debilitating condition in which teens with financial privilege fail to develop good financial skills.