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Past Commentary & Articles

Financial planning can often feel overwhelming, laden with complex terminology and seemingly endless strategies. However, a refreshingly simple approach exists: the bucket system.

A well-constructed investment portfolio, much like a meticulously planned backpacking trip, requires careful consideration and preparation. Both endeavors necessitate a clear strategy, a defined course of action, and the tools to navigate unforeseen circumstances.

How a Qualified Domestic Relations Order Relates to your Spouse’s (or soon to be Ex-Spouse’s) 401(k)
Dividing retirement assets during a divorce can be complex. While couples typically divide their shared property, plans like 401(k)s and 403(b)s require a specialized court order known as a Qualified Domestic Relations Order (QDRO). This crucial document ensures a smooth and compliant division of these retirement funds.

Elections have the ability to stir up emotions like nothing else, and even at this early stage in the election cycle, this presidential race has already moved into that territory. While political debate is healthy from a democratic process perspective, it can be dangerous if you allow politics to influence your investment decisions.

Acclaimed author and Nobel laureate Daniel Kahneman’s passing leaves a mark on psychology and economics. His research on decision-making biases offers valuable lessons for retirees navigating investments. Here are four key takeaways from his work.

Just like a good spring cleaning refreshes your home, financial decluttering can revitalize your financial life. It helps you organize your money matters, reduce stress, and feel more in control of your financial future. Here are five key strategies to get you started.

In today’s fast-paced world, achieving financial stability and security has never been more crucial, yet it often takes a back seat. Whether you’re nearing retirement or a few years away, watch this recorded webinar to learn more about strategies to enhance your financial fitness.

Leaving old retirement accounts behind is a surprisingly common practice, with billions of dollars sitting dormant across the U.S. While this may seem like a win for organizations saving on service fees, the reality is more complex. Neglected accounts create burdens for both employers and employees.

Planning for retirement is more than just crunching numbers and chasing a dollar figure. It’s about entering your next chapter with the right frame of mind. A hidden obstacle may be a scarcity mindset. Let’s explore how this mindset can derail your retirement dreams and what you can do to overcome it.

Are you approaching retirement age and looking to navigate this exciting phase of your life with confidence? Or perhaps you’re planning way ahead, eager to take control of your financial future.

Like spring cleaning refreshes your home, a financial review can refresh your finances. Although it can initially seem daunting, breaking the process into steps makes it more manageable. Keep reading for a walk-through of reviewing your financial accounts, assets, liabilities, and estate plan.

After years of focusing on saving as much as possible, in retirement you’ll need to switch gears and figure out a way to replace your paycheck with your savings. Cracking into your nest egg in a tax- and risk-efficient manner while reinvesting enough to support the rest of your life can be a complex and challenging topic.