Increasingly, the most important question investors have to ask themselves is, should man or a machine manage my money? Online, technology-driven investment firms have won billions of dollars in client assets. Millennial … Read more →

You probably know someone who calls a big tax refund a “government vacation fund,” getting back $4,000 to $5,000 every year in a federal tax refund and a smaller amount … Read more →

Many people do their own retirement planning, which is fine. Yet most should at least consider hiring an advisor with planning experience. A small mistake can be corrected if caught … Read more →

Would you believe that for a large percentage of Americans the word “budget” isn’t a part of their active vocabulary? Indeed, the idea of a budget for many people is … Read more →

Retirement planning is complex. There are many variables and uncertainties. This makes it hard to get started. One way to get started is to answer these four essential questions. Question … Read more →

Retirement investors often focus on “the number,” with good reason. How much you have saved and invested over the years will determine your retirement lifestyle for sure. If you have … Read more →

Saving for retirement is the easy part for most people, believe it or not. If you are in a job with a 401(k) or 403(b) retirement plan, your employer will … Read more →

Fascinating data from the Center for Retirement Research at Boston College shows that most people — both men and women — take Social Security benefits at 62. That’s the earliest … Read more →

Retiring on time and with enough savings to live well is a truly important life goal. But how much is enough saving to retire? The number you hear bandied about … Read more →

One person has $1 million in the bank, the other doesn’t have $1,000. Who is richer? You might automatically say, “Well, the millionaire.” And that’s right — until you consider … Read more →