How do you make the transition into retirement? Here are four steps that have worked well for our clients.
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If you’re wondering how you’ll turn your retirement savings into income, here are some points to consider.
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Unrealistic expectations about the cost of health care can ruin an otherwise good plan for early retirement. Here are points to consider.
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Ken Fisher hates annuities, and we don’t like them either. Here’s why.
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When a loved one dies without a last will and testament in California, the state’s intestate laws take effect. Proper estate planning can help prevent this.
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If you’re trying to figure out the best age to retire, you have a couple of questions you should ask yourself.
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You can use a 529 college savings plan for so-called “qualified higher education expenses.” We break down what those expenses are.
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College is expensive and getting more so. Here are ways parents can make college tuition more manageable.
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It’s understandable that fans end up overspending for the Super Bowl. But what’s the opportunity cost? We look at the numbers.
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Here are key federal tax numbers you should know for filing tax returns in 2019.
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Retirement brings new—and often complicated—personal finance decisions. You may be wondering if it is time to change financial advisors. Here are some considerations.
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As humans, we are wired to our investing disadvantage. We retain all the behavioral biases we had in junior high, and they cause us to be poor investors.
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When someone is facing their own death, making sure their spouse is prepared financially can help ease the transition.
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Here are financial New Year’s resolutions that you can get started on to help build peace of mind about your money.
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As you’re probably aware, stocks are having an awful fourth quarter. Since hitting a peak on Sept. 28th, stock prices broadly are down over 15% with some corners of the market, such as growth companies and small companies, declining the most.
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Index funds get a lot of press, and they can be a solution for someone who doesn’t want to do research. But there is something better available.
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You may be wondering if you should pay off your mortgage before retirement. The short answer is, yes. However, consider these factors first.
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If you’re considering a divorce (or are in the process of one), here are eight tips to help mitigate the financial impact.
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Wondering whether you should hire a financial planner or do it yourself? Here are some points to consider.
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You may be in holiday mode, but make sure to check these five items off your end-of-the-year planning checklist.
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