The Top Portfolio Management Strategies Investors Must Know

Posted by Dan Ebinger & Yvonne Scoggins on October 26, 2022
Making smart investment choices for your personal circumstances can have a tremendous impact on your ability to grow your wealth. But there’s no “one size fits all” approach to investing—not only do people have different goals and risk tolerances, but they also have different preferences with ...
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Topics: Investment News

106 Revealing Retirement Statistics

Posted by Jake Sadler and Liz Gillette on October 20, 2022
Retirement is, for some, an elusive phase of life that appears a distant dream. For others, it’s an inevitable break from working life that’s just around the bend. For others still, it’s an everyday reality. But whether you’re reaching for retirement or you’ve already arrived, some facts remain ...
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Topics: Retirement Planning

Quarterly Market Review - Q3 2022

Posted by Jim Kantowski, CFP®, CPA on October 11, 2022
For specific information on last quarter’s market performance, please download our Q3 Market Review.
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Topics: Investment News

How Are Financial Advisors Paid? A Fee And Cost Guide

Posted by Jake Sadler on September 26, 2022
How are financial advisors paid? This is an important question to ask because it can directly impact your financial future. The source and structure of an advisor’s compensation can indicate where that advisor’s interests may lie, shedding light on any potential conflicts of interest that could ...
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Topics: Financial Planning

The Importance Of Estate Planning: 6 Key Elements

Posted by Bill Hufnell, CPA, CFP® & Jake Sadler, CFP® on September 12, 2022
Whether or not you’ve considered estate planning at this point in your financial journey, if you have assets and an estate, you need an estate plan. Without an estate plan, you and your family could be vulnerable to financial risk. In this guide to the importance of estate planning, we’ll break ...
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Topics: Financial Planning

A Guide To Retirement Income Planning

Posted by Jake Sadler on September 08, 2022
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Topics: Financial Planning, Retirement Planning

6 Post-Retirement Concerns That You Need To Prepare For

Posted by Jim Kantowski, CFP®, CPA on August 29, 2022
Ideally, retirement should be a phase in life when you can enjoy more time to pursue your passions outside of work, like spending time with your family, traveling the world, or immersing yourself in your favorite hobbies. However, for many Americans, retirement is a time of financial stress—and ...
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Topics: Retirement Planning

Divorce Financial Planning: 7 Key Tips For Divorcees

Posted by Lyn Dippel, JD, CFP® on August 22, 2022
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Topics: Financial Planning

What Is A Charitable Remainder Trust (CRT)?

Posted by Dan Ebinger on August 18, 2022
When you have charitable giving intentions, the options available to you to fulfill them can be overwhelming. In this article, we’ll look at one specific charitable vehicle: a CRT trust (charitable remainder trust). We’ll define what a CRT trust is, explore two types of CRTs and the assets you ...
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Topics: Financial Planning, Wealth Management

What Is My Liquid Net Worth? (How To Calculate)

Posted by Billy Hufnell on August 17, 2022
Even if you’ve never considered it before, “What is my liquid net worth?” is a question worth asking. Understanding your current financial situation is essential to determining how you’ll reach your future objectives—for example, whether you’ll have enough money to fund your ideal retirement.
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Topics: Financial Planning