Financial Planning

Roth IRAs tend to get a lot of hype, and for good reason: Because you pay the taxes upfront, your eventual withdrawals (assuming you meet the age and holding

For the more than 60 million Americans who are on Medicare, this time of year is an important one. Medicare Open Enrollment began on October 15 and runs through

When people use the word “own” in the context of investments, they are most often referring to possession – the investments that one has purchased and that

After living through the experience of being an executor, the importance of an estate planning version of a GPS navigator is crystal clear to me. But it takes

The dictionary defines stimulus as “something that incites to action.” When applied to personal finance, a stimulus, then, is critical. Personal financial

We can self-inflict significant – sometimes irreparable – damage to our personal, long-term goals when we fail to communicate or communicate ineffectively.

Like the NBA, personal financial planning is a “make-or-miss league.” There are loads of “advanced analytics” and “in-game strategies” to distract us from doing