Smart Ways to Help Your Adult Children's Financial LivesStart by familiarizing them with financial concepts, digging them out of debt and seeding their savingsApril 15, 2024
The New Barometer of Americans' Financial Health? $75,000And the struggles of people 50 and over earning lessApril 4, 2024
Retirement Investing Tip: Take a Look at TIPSInflation-indexed government bonds offer handsome yields with little risk, which may more than cover many retirees’ living costsJanuary 24, 2024
Hardship 401(k) Withdrawals Portend More Hardship AheadData shows more people are withdrawing money from their retirement savings for emergenciesJanuary 18, 2024
How to Help a Partner Save More for RetirementWhen a couple disagree about retirement savings, candid discussions about goals and expectations are important, as is compromiseJanuary 12, 2024
Time to Shake Up Your Savings?Not all 'high-yield' accounts have kept pace with rising interest rates, so it may pay to shop aroundDecember 15, 2023
Set Yourself Up for Financial Success in 2024Take a 'financial health checkup' to see where you stand and then decide what you need to do to reach your goalsDecember 12, 2023
Got Unused 529 Plan Money? Here’s Some Good NewsStarting in January, participants in the college-savings program can transfer up to $35,000 to a Roth IRA retirement-savings accountDecember 8, 2023
The 401(k) Match Game Couples Are LosingWhy are so many spouses missing out on free money from employers that could boost their retirement security?November 14, 2023
Auto Enrollment in State IRAs Makes a DifferenceMany workers reach retirement age with no savings. Automatic enrollment retirement savings programs are changing that.October 17, 2023
Why Women Outlive Men but Save Less for RetirementLower pay, fewer promotions and career breaks to have children make saving difficult; as a result, the poverty rate for older women is risingOctober 16, 2023
Dump Pessimism from Your Portfolio4 steps to take to become less pessimistic if you have a glass half-empty view of your retirement financesOctober 11, 2023
Decoding Crypto InvestingA Certified Financial Planner offers four principles to remember if you decide to invest in digital doughSeptember 6, 2023
Think You Can’t Afford to Save?Between rent, car payments and daily expenses it may seem impossible to save for retirement, but these tips can help even lower-wage workersMay 26, 2023
Is Now the Time to Buy Alternative Investments?In this miserable year for stocks and bonds, some investors are looking into more exotic places for their moneyOctober 12, 2022
The Lowdown on Paying for Higher EdAre you prioritizing your child’s college fund over your retirement savings? Big mistake.September 12, 2022
How to Protect Your Savings from InflationThere are no magic answers to prevent rising prices from eroding your nest egg, but you can fight backAugust 18, 2022
Are You Worried About the Right Retirement Issue?Retirement savers often fret the most about the stock market, but there are other, bigger concernsAugust 15, 2022
How to Do Socially Responsible InvestingSometimes called ESG investing, it’s all about putting your money where your values areAugust 10, 2022
Stay the Course or Pivot? A Mid-Year Financial Check-InInflation and rising interest rates are changing the economic outlook, and it is important to make sure you are preparedJuly 1, 2022
How Gen X Can Define First Generation Wealth for ThemselvesSuggestions on ways to best position your family for intergenerational wealthFebruary 16, 2022
5 Things Your Investment Advisor May Not Tell You (Or May Not Know)Don't hesitate to ask questions about their recommendationsFebruary 11, 2022
How a Financial Education Can Be EmpoweringTeaching the younger generation, including his own family, led to this finance expert’s second actFebruary 1, 2022