Home
Money

Money

Featured Money

CNBC-Women are more likely to leave financial planning to their spouses. Here’s why that’s a problem

By National News
March 29, 2019
New research finds that women tend to leave crucial money moves up to their spouses or significant others, which sets them back financially. This tendency is especially prevalent ...
Read more 0
Featured Money News

Choosing a Financial Adviser: The Fiduciary Dimension

By National News
March 22, 2019
Many people find financial advisers by asking for recommendations from friends or co-workers. While this is a good starting point, it’s important to understand an adviser’s service model, ...
Read more 0
Annuities Featured

It’s not a stock … it’s not a bond

By National News
March 1, 2019
Fixed indexed annuities are an insured asset class unto themselves The market and investors always follow external events, and at this point in time we’re experiencing a roster ...
Read more 0
Featured Income Money News

Home Personal Finance Spending & Saving Americans’ financial optimism hits 16-year high — despite reasons to feel otherwise

By National News
February 12, 2019
Whatever we actually feel, there are plenty of reasons to be optimistic: The unemployment rate is hovering around 4%, tappable home equity hit a record high recently, and ...
Read more 0
Featured Money Retirement

An author who studied more than 10,000 millionaires says those planning to retire early often overlook a crucial step

By National News
February 1, 2019
If you think you’re on track to retire early as a millionaire, make sure you don’t make the same mistake as some aspiring early retirees. “One thing that often gets ...
Read more 0
Featured Money Retirement

7 investing mistakes keeping you from building wealth

By National News
December 13, 2018
In the world of investing, there are no sure bets. With risks everywhere, investing can be a tricky business — if you’re not careful enough, it’s easy to ...
Read more 0
Annuities Featured Retirement

When To Replace Bonds With Annuities

By National News
October 11, 2018
Annuities receive a bad rap in many circles, yet there is solid evidence that supports including the right kinds of annuities in your portfolio. Much of the criticism ...
Read more 0
Featured Money

Evidence-based investing wins over speculating

By National News
September 28, 2018
Investors and advisors perennially debate the merits of active investing vs. passive investing, but abundant evidence shows passive investing typically produces superior long-term returns. The evidence is clear ...
Read more 0
Featured Money

My Most Expensive Investing Mistake — and What You Can Learn From It

By National News
August 17, 2018
As a novice investor in 2007, one of the most often touted pieces of investing advice I heard was to “take some of your winnings off the table.” ...
Read more 0
Featured Retirement Taxes

Retirement & Tax Strategies for Income Protection

By National News
February 16, 2018
BY SANDY JAHNKE FEBRUARY 14, 2018 Retirement is full of possibilities. Will you travel? Pursue a new career or hobby? Volunteer in your community? Spend more time with friends ...
Read more 0