Financial

5 Questions to Ask Now Whether your child is just beginning the planning process, entering college as a freshman, or a returning student, getting ready …

Have you ever thought about moving your home sweet home to another state? Have you ever talked to your CPA or lawyer about it? A …

In The Odyssey, the adventurer Odysseus charged a wise elder counselor to stay home in Greece to educate his son while he sailed the Mediterranean …

The current healthy economic environment has caused most everyone with children to reprioritize their spending and saving habits. Unanticipated additional household income may present an …

Traditional definitions of financial wellness focus on the economic aspects of a person’s life. This focus points to possessing enough material wealth to withstand any …

Grasping a coherent vision of the future requires a whimsical imagination. A broad, worldly, nostalgic view of 20th-century history would be beneficial as well, particularly …

What Are Your Retirement Expectations?In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to …

Avoiding Five Common Behavioral Mistakes We like to think of ourselves as rational investors, but sometimes our actions indicate otherwise. Despite education and experience, research …

No matter your demographic, there are certain financial principals in a capitalistic economic system that are truisms: Educate yourself, work hard, persevere, save and invest …

In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations, for the …

Most investors feel secure with relatively steady upward progress in their portfolios and no sudden crashes. Of course, they understand that this yearning sentiment doesn’t …