Helping Workers Bridge the 401(k) Knowledge Gap

It’s a complaint heard all across the country, in businesses large and small: “I’m not an investment expert,” employees say, “yet I am responsible for planning my retirement.” There’s a “knowledge gap,” in other words — and it has stark …
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5 Tips to Help You Catch Up On Your Retirement Savings

The easiest path to a successful retirement is getting an early start. But let’s face it: We can’t change the past. There are plenty of us who woke up one day and realized that retirement is approaching … and we’re …
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Sharing their lives with each other
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How To Manage Your Finances While On Vacation

Summertime is here. The 4th of July holiday weekend just passed, and the long, warm months of July and August stretch before us. If you’re not already on vacation, chances are that you have something planned between now and Labor …
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5 Steps to Help You Reach Your Retirement Goal

There’s no “silver bullet” for successful retirement planning. Reaching your retirement goal depends on many things. You can’t control how the stock and bond markets will behave between now and your retirement date. But you can position yourself for a …
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Dictionary Series - Politics: independence
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5 Steps to Give Yourself Financial Independence

What does it mean to be “financially independent”? The answer is personal: it depends on your dream lifestyle. One persons discretionary indulgence is anothers “must-have.” In fact, some people describe Financial Independence in three stages: Meeting Your Basic Needs (bare-bones …
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They're enjoying the free time retirement brings
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How To Have $100,000 Per Year In Retirement

Good news: We’re living longer. Progress in medicine and science is wonderful, but it means that we need to be more serious about retirement planning. Even if we retire at the “traditional” age of 65 or 67, many of us …
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Investment Returns Concept
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How Diversification Could Mean More Money For Your Retirement

These are happy days for stock market investors. The S&P 500 and the Dow Jones Industrial Average continue to set all-time highs. Volatility is staying low by historical standards. From 2009 to 2013 the average annual return on the S&P …
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Investing Advice My Dad Should Have Told Me

A graduation cap is sailing into the air. Maybe you’re watching your children, siblings, or nieces and nephews graduate. Maybe you’re finishing graduate school yourself. Regardless: You wonder what comes next – either for you, or for them. This year’s crop …
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How to Invest Your Tax Refund

Congratulations – you’ve just received a large check from Uncle Sam. You’ve decided that rather than spending your tax refund on new clothes or a vacation, you’d like to invest this money, instead. You’re not considering using your tax refund …
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sell in may go away
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Sell In May? Please Go Away!

Starting from childhood, most people have a real, enduring fondness for simple rhymes. They stick in our heads for years and years — who among us couldn’t sing just about any nursery rhyme we learned in kindergarten? Unfortunately, our love …
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