Diversification Grid
The Power of Diversification
Wealth Management07/30/2025

As a savvy investor you know that one of the keys to long-term success is avoiding unnecessary costs. You know to steer clear of tax penalties, excessive transaction costs, and even opportunity...

BF Grid
Timeless Money Advice from Benjamin Franklin
Financial Wellness07/02/2025

Benjamin Franklin was so varied in his accomplishments; he almost seems like a mythical character.  One of the leading scientists of his time, he discovered key principles of electricity and first...

Dry Run Grid
How a Trial Retirement Can Help You Make a Better Plan
Personal Planning06/25/2025

Retirement is a phase of life you've never experienced before. How you plan to spend your post-work life can give valuable insight before you make major decisions. Christine Benz, who writes about...

Millennials Credit Grid
Millennials Say Debt is Responsible for Their Retirement Savings Shortfall
Personal Planning06/18/2025

The temptation to acquire something now but not pay for it until later is probably as old as humanity. There's the ancient biblical story of Esau, who traded his future inheritance for a bowl of...

truck grid
America's Love Affair with Cars Comes at a High Cost
Financial Wellness06/11/2025

We love our cars. They get us to work. Haul all our stuff home from the store. And allow us to enjoy those weekend road trips in comfort. But even more than that, a car is a powerful personal...

couple on bench grid
Should You Buy Long-Term Care Insurance?
Personal Planning06/04/2025

According to LongTermCare.gov, nearly 70% of those age 65 and over will require long-term care at some point in their lives. This includes care at home (paid and unpaid) as well as at nursing and...

AI Stocks Grid
Will AI Finally Give Stock Forecasters an Accurate Look into the Future?
Personal Planning05/28/2025

If intensive computer analysis of stock market data has allowed short-term investors to beat some benchmark indexes some of the time, shouldn't the added sophistication of artificial intelligence...

Retire Stages Grid
The Five Stages of Retirement
Personal Planning05/21/2025

Even if you've never heard of Elisabeth Kübler-Ross, you're probably familiar with her Five Stages of Grief.1 These are phases that we naturally go through after experiencing a significant loss:...

elder exercise grid
Life Expectancy Affects Your Retirement Plan
Financial Wellness05/21/2025

In some ways, planning for retirement is abstract. You talk about things like dreams, goals, and second chapters. But in other ways, it's just simple math. You're going to need X amount of dollars...