Robo-Advisors vs. Human Advisors
If an investor chooses a non-human financial advisor, what price could they end up paying? Investors have a choice today that they did not have a decade ago. They can seek investing and retirement planning guidance
Building an Emergency Fund
We all would love to have a little extra cash on hand for emergencies. Saving up that cash can be a challenge – but with a little effort, that challenge can be met. Imagine a
How Much Will You Spend When You Retire?
You may have heard that people spend less once they are retired. Statistically, that is true. The question is whether a retiree has enough income to meet his or her expenses. Ideally, retirees should be
Managing Money Well as a Couple
What are the keys in planning to grow wealthy together? When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as
2017 Retirement Account Limits
How much can you contribute this year? In 2017, you have another chance to max out your retirement accounts. Here is a rundown of yearly contribution limits for the popular retirement savings vehicles. IRAs The 2017
Do Our Attitudes About Money Help or Hurt Us?
Our relationship with money is complex & emotional. When we pay a bill, go to the mall, trade in a car for a new one, hunt for a home or apartment, or pass someone seemingly
Getting Your Financial Paperwork in Good Order
Who wants to leave this world with their financial affairs in good order? We all do, right? None of us wants to leave a collection of financial mysteries for our spouse or our children to
Good Retirement Savings Habits Before Age 40
You know you should start saving for retirement before you turn 40. What can you start doing today to make that effort more productive, to improve your chances of ending up with more retirement money,
Money Habits That May Help You Become Wealthier
Why do some households tread water financially while others make progress? Does it come down to habits? Sometimes the difference starts there. A household that prioritizes paying itself first may end up in much better
Money Concerns for Those Remarrying
Some of us will marry again in retirement. How many of us will thoroughly understand the financial implications that may come with tying the knot later in life? Many baby boomers and seniors will consider