11.29.17
turning a dial to adjust - using target date funds to adjust risk

Using Target-Date Funds to Dial Your Risk Up or Down

Target-date funds are available in just about every 401(k) these days and most other investment accounts as well. And they can be incredibly useful for

11.15.17
stressed woman on laptop

Are Your Investment Accounts Safe From Hacking?

In the wake of the recent Equifax scandal, you might understandably be jittery about the safety of your money and your personal financial information. A

11.03.17
woman looking worried

Don’t Let These Fears Stop You From Investing

If investing scares you or feels out of reach, you can take heart in the fact that you’re not alone. A recent survey commissioned by

new york stock exchange on wall street - investing even the pros can't beat the market

Even the Experts Can’t Beat the Market. Why Would You?

There’s this idea out there, perpetuated by financial professionals and online “experts” alike, that if you take the right approach, do the right research, and

10.22.17
woman thinking with laptop

Eight Questions to Ask Yourself Before Investing in Anything

There’s no shortage of investment recommendations out there. Your family members have opinions. Your friend that works for that financial company has suggestions. The internet

man peering over edge of cliff - are you ready for a stock market crash

Are You Ready for a Stock Market Crash?

I’m not in the business of predicting stock market crashes. Plenty of so-called financial experts have died on that hill and I have no intention

10.22.17
man on the phone at work - why employer stock is risky

Why Employer Stock Is One of the Riskiest Investments You Can Own

I have a client who works for Apple. He’s been there for years, loves his job, makes good money, and would like to spend the

10.22.17
house for sale - is a home a good investment

Sorry, But Your Home Isn’t an ‘Investment’

“It’s the best investment I ever made!” “Why haven’t you bought a house yet? You know you’re just throwing your money away on rent, right?”

tortoise - what are bonds bond investing

All About Bonds: How They Work and When to Buy Them

Stocks get most of the play when it comes to investment news, books, and articles, with bonds typically playing the role of the sidekick. But

cash in a jar - types of savings accounts

Five Reasons to Consider Investing Your Emergency Fund

You probably already know that it’s important to have an emergency fund. You know, money that keeps you out of debt and on track,¬†even when

07.02.17
gold coins on a scale - rebalancing your investments

Rebalancing: The Simple Way to Keep Your Investment Plan on Track

The best investment strategies are fairly easy to maintain. Once you’ve figured out how much to save, which accounts to use, and what your asset

10.22.17
emergency sign - roth ira as emergency fund

When and How to Use Your Roth IRA as an Emergency Fund

In an ideal world, you’d always have enough money to put toward all of your goals without making any sacrifices or compromises. But that’s not

05.29.17
splitting up cash from wallet - dollar cost averaging

The Truth About Dollar Cost Averaging

Dollar cost averaging is a popular investment strategy that usually gets even more popular in environments like this, where all-time market highs and political uncertainty

05.15.17
do it yourself diy

How to Create a DIY Pension Plan

The retirement savings landscape has changed a lot over the past few decades. It used to be that if you held a steady job for

05.01.17
cash in a jar - types of savings accounts

How to Choose the Right 529 Plan to Save for College

A 529 plan is a great way to save for your child’s college education, but it can be challenging to figure out which plan you

04.17.17
man thinking with laptop

Two Pieces of Unconventional Wisdom in the Traditional vs. Roth IRA Debate

There are some flaws in the conventional wisdom surrounding the traditional vs. Roth IRA debate that may be costing you money. The conventional wisdom says

03.30.17
handing money - how to maximize your 401k employer match is free money

How to Maximize Your 401(k) Employer Match

If I offered you the chance to immediately double every dollar you saved, would you take it? Of course you would! You work hard to

hourglass time 401k vesting schedule

401(k) Vesting: What It Is and Why It Matters

You’ve almost certainly heard that if you’re saving for retirement, taking full advantage of your 401(k) employer match should be your first step. That match