Estimating Your Retirement Income Needs
Personal Planning 10/16/2024

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy..

Aging Alone Can Work If You Have a Support Plan
Financial Wellness 10/09/2024

America has roughly 5 million people aged 65 to 74 who are single and childless.1 While these solo retirees report that they enjoy their independence and added freedom, they are also worried about..

October Insights: The Boy Who Cried Wolf
Perspectives 10/08/2024

The Boy Who Cried Wolf You've heard this one before: A village picks a boy to watch over the sheep. The boy is supposed to yell “Wolf!” if a wolf comes around and the townspeople will come running to..

October Insights: Pop-Tart Economics
Perspectives 10/08/2024

The Boy Who Cried Wolf You've heard this one before: A village picks a boy to watch over the sheep. The boy is supposed to yell “Wolf!” if a wolf comes around and the townspeople will come running to..

How Your Personality Can Affect Your Investment Performance
Personal Planning 10/02/2024

There are some people who would love it if you threw a surprise birthday party for them. They'd enjoy every aspect of it, from the sudden yell of "Surprise!" to being the center of attention to..

Is Using Economic Data to Predict the Market a Waste of Time?
Wealth Management 09/25/2024

More than 40 years ago, if you had made a list of the most influential investors in America, Peter Lynch would have been near the top. From 1977 to 1990 he ran Fidelity's Magellan Fund, and during..

What Is Financial Security and How Much Do You Need to Make to Achieve it?
Wealth Management 09/18/2024

Americans, on average, estimate that they would need to make $233,000 per year to feel "financially comfortable" or "secure with their finances." And to be rich and achieve financial freedom, they..

This is Taxing - September Perspective
Perspectives 09/13/2024

This presidential election season seems more taxing than most. I wish there was an interesting, or even realistic, tax proposal I could dissect for you, but all we are getting is “red meat” for the..

Why You Shouldn't Count on a Big Inheritance to Bail out Your Retirement Savings
Financial Wellness 09/11/2024

In the perfect world and every good Rom-Com and Classic Novel, the protagonist has their life turned around with a surprise inheritance. Not surprisingly, it's a popular idea outside of fiction. And..