The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market. Did you know that nearly $10 trillion in assets are...
Traditional vs. Roth IRAs
Perhaps both traditional and Roth IRAs can play a part in your retirement plans. IRAs can be an important tool in your retirement savings...
Tax Considerations for Retirees
Are you aware of them? The federal government offers some major tax breaks for older Americans. Some of these perks deserve more...
Social Security Gets Its Biggest Boost in Years
Seniors will see their retirement benefits increase by an average of 2.8% in 2019. Social Security will soon give seniors their largest...
End-of-the-Year Money Moves
Here are some things you might want to do before saying goodbye to 2018. What has changed for you in 2018? Did you start a new job or...
Tax Changes That May Be Overlooked
Some alterations to the Internal Revenue Code were less publicized than others. Late last year, federal tax laws underwent sweeping...
Your Diversified Portfolio vs. the S&P 500
How global returns and proper diversification are affecting overall returns. “Why is my portfolio underperforming the market?” This...
Preparing to Retire Single
Unmarrieds need to approach retirement planning pragmatically. In an ideal world, it would be simple to prepare for a solo retirement....
Debunking a Few Popular Retirement Myths
It seems high time to dispel some of these misconceptions. Generalizations about money and retirement linger. Some have been around for...
Smart Financial & Insurance Moves for New Parents
As you start a family, consider these ideas. Being a parent means being responsible to a degree you never have been before. That elevated...
