If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
With low interest rates and rising home values in recent years, the current real estate market looks very different than it once did. While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. For those who do choose to buy a home, here are some financial aspects to consider.
An HSA can offer considerable tax benefits when used correctly. For those who are eligible, careful consideration should be given to determine if an HSA fits into their financial plan.
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
When thinking about our physical health, it’s common to take a "big picture" approach. So why don’t we approach our financial health the same way?
We recently received a question, “What are the pros and cons of separate vs shared finances in a relationship?” As with all things financial, there is no single answer that works for everyone; however, for the long-term health of a relationship, finances are an important area to navigate. While it is difficult to determine exactly how many divorces are caused by financial arguments, it is clear that financial stress is among the leading reasons of...
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
For many individuals, their first stock market investment comes in the form of mutual funds and similar investments within their 401(k), IRA, or other retirement plan. Investing in the market, in either stocks and bonds, allows your money to grow long-term in addition to the funds you add over time; putting your money to work for you, as you save for retirement and other goals. For most people, the primary objectives for their investments are...
Medicare benefits change from year to year - here’s what you need to know about this year’s changes in Medicare.