Retirement nearing? Do these 5 things first.
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help...
How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.1 That sounds simple. Yet it doesn’t happen as much as it should in the real...
Investors & the Markets: What to Watch Out for in an Election Year
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing...
Financial Management for Couples: When a Spender and a Saver Fall in Love
Money can be a point of contention for many couples. Between big expenses like taking vacations, buying a house, getting married or having children, relationships can be filled with tricky financial situations. Even trickier is if you and your partner have different...
Bad Money Habits: How They Vary by Generation & How to Break Them for Good
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better.1 In fact, most folks admit their finances have not gotten better over the past year. And at...
Investors & the Markets: What to Watch Out for in an Election Year
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing...
Common Investor Biases and How They Can Impact Your Finances
We all have different philosophies when it comes to investing our money. Some of us prefer to manage our investments ourselves, while others may want advice from a professional. Regardless of how you manage your money, we’re all human. Which is to say, we all have...
The Risk of Reverse Dollar-Cost Averaging for Retirees
After a lifetime of working, retirement is a time that we should be able to relax and enjoy ourselves. Unfortunately, retirement is stressful for many people simply because of the financial implications of living on a limited budget and keeping a close eye on...
Selling Your Home After Retirement: The Benefits of Downsizing
If you’re nearing retirement age, you’re probably thinking about what life will look like once you’ve stopped working full time. There are many benefits to retiring—like more time to spend on your hobbies and with people you love—but there’s also the uncertainty of...