Turning 50 is a milestone for many reasons: Children are grown and the big debts, such as saving for college and the mortgage, make less of a dent. Financial planning … Read more →

Arriving at your 40s can bring you sudden perspective on life. Your youth is definitively behind you, yet you still feel young. Your world is book-ended by clearly older folks, … Read more →

For many people in their 30s, the decade can feel “lost” and unnerving in a variety of ways. Friends get married, people move away for better opportunities. It’s a time … Read more →

Does a 20-year-old need a financial planner? Most people don’t even consider the ramifications of retirement (potential) and old age (certain) until well in their 40s or later. The short … Read more →

Many investors see retirement as the goal line, the point after which you can coast along on your portfolio with little worry, no retirement investment mistakes ahead to make. After all, you’ve arrived, right? Yes, … Read more →

Getting started investing is tough. Many investment accounts have minimums that keep small investors at arm’s reach, for instance. Buying stock with limited resources can be difficult as well. You might end … Read more →

You know financial planning matters, like going to the doctor and keeping up with your taxes. For too many Americans, though, it turns into an obstacle, a burden that seems to grow … Read more →

When it comes to retirement savings most people would benefit from bit of  Chinese philosophy. It was Lao Tzu who said, “The journey of a thousand miles begins with a single step.” You … Read more →

Financial planning can be an overwhelming topic. Like health insurance or getting a mortgage, people tend to stumble out of the gate. If you are intent on doing it yourself, … Read more →

If you save money for retirement primarily through a workplace 401k, your choice of investment companies is likely limited. However, if you put money into a separate Roth IRA account … Read more →