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The Benefits of Diversification and How To Diversify Your Portfolio

4 min read

The Benefits of Diversification and How To Diversify Your Portfolio

Diversification is one of the most effective strategies for managing risk and improving long-term investment outcomes. By choosing investments across a variety of different asset classes, investors can reduce volatility and improve their chances of...

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Retirement Planning for Singles and Single Parents

4 min read

Retirement Planning for Singles and Single Parents

Saving for retirement can feel like an uphill battle, even for couples. Planning for retirement solo can feel both liberating and daunting. You get...

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The Toxic Effects of 401(k) Loans and Early Withdrawals

3 min read

The Toxic Effects of 401(k) Loans and Early Withdrawals

Unexpected illness, an emergency home repair, or job loss can create financial turmoil. In the midst of a crisis, withdrawing money from your 401(k)...

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Social Security Fairness Act

4 min read

The Social Security Fairness Act Explained

In December 2024, Congress passed the “Social Security Fairness Act” which allows some retirees who receive a public pension to collect higher Social...

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How to Avoid Dollar-Cost Ravaging Your Retirement Savings

3 min read

How to Avoid Dollar-Cost Ravaging Your Retirement Savings

It may look like a typo, but dollar-cost ravaging is a real thing — and a serious problem for some retirees. As you may have guessed, the name is a...

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Where To Invest When the Fed Cuts Rates

4 min read

Where To Invest When the Fed Cuts Rates

When the Fed reduces its federal funds rate, it creates both challenges and opportunities for investors. If you’ve been waiting to buy a car or home,...

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When to Take Social Security

5 min read

When to Take Social Security: 5 Key Considerations

Choosing when to file for Social Security benefits is one of the biggest decisions you’ll make leading up to retirement. The timing can significantly...

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Tax Loss Harvesting Rules and Examples

4 min read

Tax Loss Harvesting Rules and Examples

If you have a taxable investment account, tax loss harvesting could help you reduce your tax burden. Before the year is out, take a look at your...

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Benefits of Investing Early for Retirement

3 min read

The Benefits of Investing Early for Retirement

When I was a kid, it annoyed me when relatives I only saw during the holidays would exclaim, “Look at how much you’ve grown!” Now that I’m an adult,...

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Year-End Financial Planning Checklist

4 min read

Year-End Financial Planning Checklist

With the year coming to a close, now is a good time to do an annual review of your financial health. Here are 10 financial planning items to review...

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