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The Biggest Mistakes People Make With Social Security
Eleanor Blayney, CFP®
It’s easy to get your Social Security retirement benefits wrong. The claiming rules are diabolically complicated. What you receive depends on all sorts of variables–such as how long you worked and what you earned, for whom you worked, your age at claiming...
Long-Term Investing – The Key to Consistent Returns
By Larry Stein, CFP®
The stock market is back to its volatile ways, swinging up and down with startling frequency. It’s enough to make you lose faith in the stock market and stash your cash in the mattress.
Dealing with Awkward Money Moments
Sarah Halpin, CFP®
Being smart with your money includes not getting caught off-guard with unwanted money conversation topics or requests. Be proactive and make a plan ahead of time for how you’ll respond. Your wallet – and pride – will thank you.
The Battle of the Funds
Eleanor Blayney, CFP®
It’s the annual performance play-off between index funds and actively-managed funds. One more quarter to go to determine this year’s winner. There may be an upset this year, after a long string of index fund wins. As a result of market volatility and the ability of managed funds to mount an active defense, they are predicted to come out ahead.
Uncertainty is Inevitable
By Steven Podnos, MD, CFP®
Most planning aims to have enough money accumulated at retirement to support a desired lifestyle for an expected lifetime. But we don't know anything about the future.
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