If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the
Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can
As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, the benefits are enormous. In this
The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working
During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know
If you’ve been investing in stocks or bonds for a while, you may feel like you have an understanding of this precarious trade. You may even be making plans to
The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are a
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the
Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something
The Coronavirus pandemic has affected us all in ways that we didn’t anticipate at the start of the year, especially when it comes to our finances. And
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new
