If you're looking for a reason to sell stocks, you can find one on the news. Learn to cut through the noise, be aware of the motives, and understand that financial advice is a personal experience, not a reaction to economic happenings....
Join Managing Partner Ian Hamre and analyst Tyler Hillyer as they discuss the top questions of the month regarding the markets and financial planning strategies....
How are you going to occupy your time in retirement? In our experience, successful retirees have a plan to stay engaged, entertain themselves, and get active. Retirement is not a finish line, it's a fresh start. ...
You’ve worked hard to build a life for yourself and the people you share it with. To make sure your wishes – both for yourself and everyone you care for – are carried out, it’s important to put some thought into your estate planning....
Here are five questions you should ask yourself before deciding to allocate money toward cryptocurrencies:...
Annuity marketers are using the current environment as an opportunity to step up their marketing of “guaranteed” products. What makes these products so challenging to analyze and compare are the many variants of annuities, some of which can be useful for longevity planning. However, most...
Join Managing Partner Ian Hamre and analyst Tyler Hillyer as they discuss the top questions of the month regarding the markets, financial planning, and wealth-building strategies....
Should I aggressively pay off the mortgage or invest my extra cash instead? If your expected portfolio rate of return is at least 3% greater than your mortgage rate, you should seriously consider investing your extra cash and not accelerating your mortgage payments. ...
The sale of your business could be the cornerstone of your retirement savings. When looking to sell, buck the traditional line of thinking and start with the end number in mind: How much money do I need to fund the retirement of my dreams? ...
We built a Carilion pension analysis that helps answer the following questions: How does the pension work? When should I take it? How should I take it?...