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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...

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...

Pop-Tart Economics During this Presidential election season, we don't like to talk about politics, but we do talk economic policy and how it might impact our clients and their portfolios. We...

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...

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...

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 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...

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...

Children sometimes thwart our best-laid plans but having extra money in a 529 college-savings plan is a pretty good outcome. Families can end up with leftover college funds for a variety of reasons,...