Some believe that in a digital world where information travels at light speeds, the playing field between investors and institutions is more level.

Romantic ideas of retirement don’t become a reality all by themselves. They’re also not usually sustainable without a solid foundation and a well-thought-out plan.

When people choose to eat healthier or lose weight, they know that they have to change their behaviors.

With the current popularity of robo-advisors, some wonder what the difference is between an algorithm and a financial professional.

If you’ve just begun your career and started collecting a decent paycheck, retirement probably feels like it’s lightyears away

It’s no secret that the cost of pursuing higher education is becoming unaffordable, even for affluent families. But if you have aspirations of sending your child to college, it is possible, but there are some details to consider.

It’s believed that retirement planning as we currently know it didn’t really exist until a few decades ago. Up to that point, people worked until 65 and then sailed into retirement on a pension plan.

In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

How do you know if your financial professional is the right person to manage your life savings? It’s an important decision and choosing the person (or team) that will help you pursue your financial goals can be tough.

What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better.

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.

For many families, finances are rarely discussed in detail, even as children mature into adulthood. But as your parents age, especially if they live into their 80s and 90s, there's a chance that they may lose their cognitive function and be less capable of managing various tasks.

Walking across the stage and receiving your college degree can be the first step toward adulthood. Gone is the structure of education, replaced by the uncertainty of finding your first professional career.

As a young parent looking to the future, you may be faced with a daunting choice: do you save earnestly to secure your retirement, or save to fund your children’s education? 

If anything good has come from the last few years of uncertainty and volatility, it’s that many of us are becoming more financially literate.

The recent stock market volatility, the bear market, the ever-growing inflation rate, and ongoing supply issues have taken a severe toll on the American psyche. For some, it has forever altered how they perceive and manage risk.

If you’ve had to reconsider or drastically change your spending and saving habits because of the current economic environment, you’re not alone.

There was a time when old retirement planning models like “the 70 percent rule” were more common. This rule stated that a retiree only needed 70% of their pre-retirement income to live comfortably in retirement.

What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?Probably not. That’s because both fear and greed make us reactive. These emotions tend to cloud our judgment and make us impulsive, even trigger-happy.