By Matt Ahrens, CIMA®
When I started in the financial services industry in 2007, I knew it was important to start saving for retirement. In high school I
Investing can be stressful, but it doesn't have to be. If you have a portfolio that was built for you and use the help of a financial advisor, you shouldn't
Most Important Tax Move for People over 70½
A Look at Tax Planning for Retirement (PDF)
The deductibility of charitable donations has been severely
New Year's Financial Checklist
Did you set any New Year's resolutions for 2019? If you haven't, it's never too late to do so! Eating healthier
Apparently, Santa has decided we are all on the naughty list for 2018. This time of year, we’re usually discussing the upcoming “Santa Clause” rally.
World travel—for both business and pleasure—is on the rise again, and with it comes increased risk for travelers.
Are You Covered While Traveling Abroad?
Turning 30 can be a wake-up call. Approaching retirement can be unnerving. Taking control of your finances can take some of the weight off of your
Most people couldn't bear the financial hardships resulting from unexpected events, such as a house fire, car accident, disability, or the premature death of a
The list of common mistakes people make in their finances can fill a book, yet they are all rooted in the failure to adhere to the most basic rules of finance
Whether you have 18 years of saving ahead of you or are already paying for college, you can benefit from using a college savings plan.
School has started
When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved.
This erosion of the real
The following video is one of the best educational presentations we’ve seen. The presenter explains how our brain directs us to avoid making decisions or taking
