What are your financial goals for the coming year? The beginning of a new year is a good time to look at shoring up weak spots and simplifying your financial plan. Overview At the end of every December, we celebrate and hope for a healthy and prosperous new year, but we never know what to

Not every investment strategy is a good fit for your life. A little due diligence goes a long way toward moving you closer to your financial goals. Overview You don’t need to turn far for financial advice. After all, a quick internet search yields millions of results covering every money-related topic. Enter the term “financial

Overview When volatility rises and markets drop, many investors — both new and seasoned — get nervous about the possibility of losing money. They worry that their assets won’t recover and that their financial plan will be negatively impacted. These investors frequently end up making emotion-driven investing decisions — decisions that prove to be mistakes

Mutual funds are a highly utilized investment choice. However, investors should ask several crucial questions before selecting a mutual fund for their portfolio. Overview As American companies (and profits) took off in the early part of the 20th century, everyone wanted in on the action. There was just one problem: Investing wasn’t that accessible. Trading took place on

No matter their age or net worth, every adult can benefit from planning for what happens with their assets when they die. There are many components involved, and it can be a highly emotional process – but it’s worth knowing your loved ones can focus on more important things after you’re gone. Overview What do

Knowing you have a regular and consistent source of income waiting for you in retirement can help create confidence and make it easier to make the jump from employee to retiree. Overview What happens when the paychecks stop coming? That’s the question for many people approaching retirement age. Most of us will rely on a