2025 post
Replace Your Routine with Practice
Personal Planning01/01/2025

You've probably heard the saying, "If you keep doing the right things, you'll eventually get the results you want." This wise advice applies to situations where you're putting in a lot of effort but...

Chess Hands
Answering the Question: Where Do We Go From Here?
Personal Planning12/11/2024

Even as the stock market has continued to recently climb month in and month out, investors are becoming uneasy.1 They worry that inflation will once again run rampant. That the Fed will not cut...

Xmas Pig_square
Don't Let Emotion Drive Last Minute Holiday Spending
Personal Planning12/04/2024

The holidays, especially Christmas, are supposed to be a time of joy and goodwill. But when you're feeling the pressure to give a "significant" gift, not only are you the opposite of joyful, but that...

Charts with mag glass
What do Statistics Say about Working Past Retirement Age?
Personal Planning11/13/2024

There are obvious advantages to working past the typical retirement age of 65. First, of course, is money. Making an income and continuing to save while not drawing down your nest egg can have a big...

Terms square
How Much Do Elections Affect the Stock Market?
Personal Planning11/01/2024

As we near the upcoming election, you've probably seen some pretty dramatic predictions about what will happen to the economy if one side or the other wins. While the outcome of this particular...

Older Couple in Sunshine
Decide When You’ll Retire
Personal Planning10/23/2024

To determine your total retirement needs, you can’t just estimate how much annual income you need. You also have to estimate how long you’ll be retired. The longer you are in retirement, the more...

Couple at Computer
Estimating Your Retirement Income Needs
Personal Planning10/16/2024

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy...

Woman with hands up
How Your Personality Can Affect Your Investment Performance
Personal Planning10/02/2024

There are some people who would love it if you threw a surprise birthday party for them. They'd enjoy every aspect of it, from the sudden yell of "Surprise!" to being the center of attention to...

529 College Savings
What to Do with Remaining 529 Funds
Personal Planning09/04/2024

Children sometimes thwart our best-laid plans but having extra money in a 529 college-savings plan is a pretty good outcome. Families can end up with leftover college funds for a variety of reasons,...

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