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Tuesday, November 22, 2022

We tend to overestimate what we can accomplish in the short-term and underestimate what we can accomplish in the long-term. The frustration that results is one big reason why so many New Year’s resolutions die before Spring.But...

Monday, October 31, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Tuesday, October 25, 2022

Stubborn doesn’t seem like a strong enough word, but that’s how Fed officials are describing inflation.Inflation's “stubbornness” has been on full display in recent weeks: First, the Producer Price Index (PPI)...

Tuesday, October 4, 2022

Married couples don’t always plot retirement on the same lifeline point. According to a recent study by Fidelity, 43% of couples disagree about what age they plan on retiring. For other folks, circumstances like an...

Friday, September 16, 2022

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is better than no decision at all."This...

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Wednesday, August 31, 2022

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you're driving to work, you see smoke coming...

Thursday, August 25, 2022

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend...

Thursday, August 18, 2022

As your parents begin to settle into their final phase of life, their health, residence, and finances could become a factor in your retirement planning. This is especially true if you are the person your parents have tasked with...

Friday, August 12, 2022

"Where there's a will, there's a way." Sage advice that applies not only to our lives but to your estate strategy.When was the last time you reviewed your will or estate strategy? August is National "Make a Will" Month, an excellent...

Friday, July 29, 2022

Stocks rallied last week as investor spirits lifted thanks to a better-than-expected start to the second-quarter earnings season.The Dow Jones Industrial Average gained 1.95%, while the Standard & Poor’s 500 added 2.55%. The...

Tuesday, May 31, 2022

A recent study published by npj Regenerative Medicine found that increased longevity has widened the gap between a person’s total healthspan (the number of years you are healthy) and lifespan by approximately 9 years. That means...

Tuesday, May 24, 2022

Most married couples take a “divide and conquer” approach to household tasks and chores. One spouse might handle weekly shopping, the other might handle garbage and recycling. One spouse might handle laundry and cleaning,...

Tuesday, May 17, 2022

According to a recent report by Forbes, the pandemic triggered a global boom in entrepreneurship. Quarantines, remote work, and disruption across many industries have inspired millions of workers to commit full time to the business...

Tuesday, May 10, 2022

Many students and parents start their college search by creating a long list of potential schools. Narrowing down that list isn’t always as fun, but getting the most Return on Life from college requires families to balance dreams...

Tuesday, May 3, 2022

For many folks who spend their entire careers following a financial plan, saving and investing isn’t just a commitment, it’s a mindset. And it can be very challenging for these seniors to switch from a “saving”...

Tuesday, April 26, 2022

Creating a bucket list can be a great way to visualize your long-term money goals and — more importantly — start checking them off. But as the science linking giving to happiness grows stronger many people have started...

Tuesday, April 19, 2022

Folks who are used to managing several responsibilities in a fast-paced work environment often have the hardest time downshifting into retirement. Doctors obviously fall into that category. But a further complication is that doctors...

Tuesday, April 12, 2022

Staying active and stimulated can be difficult enough for retirees. But during the pandemic, days, weeks, and months started blending together, creating endless doldrums that are still lingering for many people.As the world starts...

Tuesday, April 5, 2022

In the wake of COVID and the Great Resignation, both employers and employees are exploring ways to battle burnout, retain top talent, and help people find their ideal work-life balance. One of these three strategies could help you or...

Tuesday, March 29, 2022

Investing during market volatility can be like driving during a winter storm. Your best plan of action is to focus on what you can control and keep progressing towards your destination.And as the markets have turned a little blustery...