Personal Finance Articles

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  1. Retirement for Advisors: Transitioning to a Lifestyle Practice

    Advisors who are nearing the end of their careers also need to think about how they would like to transition out of their ...
  2. How to Choose the Right Real Estate Broker

    Buying or selling a home can be the largest financial transactions of your life. Here's how to choose the right real estate ...
  3. Why Investing Doesn't Have to Be Confusing

    As John Oliver explained, many retirement investors are overwhelmed by their plans. But investing doesn't have to be complicated.
  4. 5 Things to Teach Your Kids about Money

    Are you helping or hurting your kids financially? What you teach them about money makes a difference.
  5. 5 Reasons to Convert a Roth To a Traditional IRA

    Here's a quintet of cases when the traditional IRA trumps the Roth version.
  6. DOL Fiduciary Rule: Everything You Need to Know

    The Department of Labor Fiduciary Rule is a new ruling that expands the “investment advice fiduciary” definition under the ...
  7. 6 Things Retirees Should Know About Obamacare

    How will health insurance coverage change when you stop working? Here is a need-to-know short list of factors.
  8. Big Financial Firms Are Betting on Bank Chatbots

    Big financial firms are building chatbot technology into full-service automated assistants that can help customers with almost ...
  9. Why Donald Trump May Never Pay Federal Income Tax Again

    The alleged billionaire, last known to have paid up in 1977, may not have to until 2042 - if then.
  10. Advisors: Tips on Attracting the Best Types of Clients

    There are several steps that financial advisors can take to find the ideal client, and to weed out ones they'd least prefer ...
  11. 5 Year-End Tax Tips You Should Consider

    Here are five things you need to do before December 31 to gain certain tax benefits or avoid penalties.
  12. The Career Benefits of Vocational Training Programs

    These are the benefits of a vocational program, also known as career and technical education.
  13. The 6 Top First Class Airport Lounges in the World

    The perks of first-class travel kick in long before you board your plane. Here, the treats that await in the world's top ...
  14. The 5 Best Places to Retire in Oregon

    The best places to retire in Oregon all have something in common: abundant natural beauty. However, it isn't among the cheaper ...
  15. 7 Steps to Advisor SEO Success

    These seven tips will help optimize search engine optimization, which is crucial to get maximum exposure and help prospects ...
  16. Better for Young Investors: ETFs or Mutual Funds?

    Choosing ETFs versus mutual funds can be a tough decision for young investors. Here are some things to consider for each.
  17. Why Focusing on One Niche Can Hurt Financial Advisors

    Niche marketing can be extremely lucrative, but it also comes with some drawbacks that financial advisors should be aware ...
  18. Do You Know How Your Clients Will Change By 2021?

    Here are some ways that independent financial advisor firms can be prepared to serve the evolving clients of 2021 and beyond.
  19. 403(b)s Among Plans Not Covered by New Fiduciary Rule

    Some retirement plans, including 403(b)s, are not covered by the DOL's new fiduciary rule. Here's what it means.
  20. Advantages And Disadvantages Of ETFs

    You've probably heard that ETFs are better than mutual funds, but you need to consider all aspects before investing.
  21. Buying a New Home? Here Are the Costs You Need to Know

    Here's a look at many of the costs that come with buying a home.
  22. Collectibles as Investments: What to Buy?

    Collectibles can be a viable investment for those who do their homework but investors need to be aware of the potential pitfalls.
  23. Does Your Advisor Let Emotions Impact Investments?

    Many investors fall into the trap of chasing investment returns. Do financial advisors suffer from the same issue?
  24. Save on Retirement's 4 Biggest Expenses

    Here's how to save where you can while you enjoy the fruits of all those years at the office.
  25. 4 Signs the College Tuition Debt Bubble Is Growing

    With the cost of post-secondary education going up and up, it's no wonder that a college tuition debt bubble is building. ...
  26. Are Interest-Bearing Accounts for Checking Better?

    Unless you can maintain a high minimum balance and are willing to earn meager interest, you should steer clear of interest-bearing ...
  27. Credit Repair: How to Improve Your Credit Score

    There is no quick fix for a bad credit score but there are several strategies you can take to improve your credit rating ...
  28. 6 Surprising Facts About Retirement

    With the shift away from pensions, workers are becoming more responsible for their own retirement needs. Unfortunately, many ...
  29. What Is A Cash Flow Statement?

    Learn how the CFS relates to the balance sheet and income statement as a part of a company's financial reports.
  30. How to Calculate the Value of Annuities

    Here's everything you need to account for when calculating the present and future value of annuities.
  31. Three Reasons to Like Emerging Markets Despite Election Noise

    Based on the rhetoric from this election, protectionism is arguably on the rise. While that can harm emerging markets, learn ...
  32. The Birth Of Stock Exchanges

    Learn how British coffeehouses helped give rise to the juggernaut that is the NYSE.
  33. How Safe is Venmo and Why is it Free?

    Venmo is a digital wallet that allows users to send money with ease. Millions use the service, but is it actually safe?
  34. Here’s a Tip: Look to TIPS As a Fixed Income Alternative

    We discuss why investors should consider using TIPS in place of Treasuries in fixed income portfolios.
  35. The Best Ways to Help Aging Parents With Finances

    The time may come when you need to help your parents organize their finances if they become unable to do so, and it is always ...
  36. Starting a Business? Embrace the Discomfort

    There is a fine line between excitement and terror when starting a business. The key to success is finding comfort in the ...
  37. 5 LinkedIn Must-Dos for Financial Advisors

    Social media is key to a digital marketing strategy. To make the most of LinkedIn, advisors should do these five things.
  38. How Much Americans Spend On Halloween

    Americans are due to spend $8.4 B this year on Halloween.
  39. Life Insurance: How Long Does It Take To Get Paid?

    How to file for a life insurance payout – and how long it takes to receive it. Plus, new ways to plan for payments that provide ...
  40. Haunting Wall Street: The Halloween Terminology Of Investing

    Beware of zombies and Jekyll and Hyde companies! Read about the spooky terms circulating Wall Street.
  41. Is a Deferred Retirement Option Plan Right for You?

    Deferred retirement option plans are a lesser-known type of employer-sponsored retirement plan that may prove beneficial ...
  42. Are You Taking Advantage of the College Tuition Tax Credit?

    Parents with a child enrolled in college should check out the college tuition tax credit, a boon that can help defray the ...
  43. 8 Ways to Keep Down the Cost of Senior Care

    The cost of senior care today is off the charts. If you haven’t reached retirement age, what can you do to keep expenditures ...
  44. Advisors: Do You Know What Millennial Clients Want?

    A recent study sheds light on Millennials and what kind of clients they're likely to be.
  45. The Investing Implications of the 2016 Election

    The 2016 U.S. election is unusually consequential. We examine what it could mean for investors.
  46. "The Guy Who Gets Hosed is the Little Guy": Former Senator Simpson

    What will it take to save Medicare and cure Social Security? Robert Reich and Alan Simpson had much to say about both (and ...
  47. Use Debt to Promote Financial Success in Your 20s and 30s

    Understanding the difference between good and bad debt is a crucial part of financial planning success for those in their ...
  48. Personal Loans vs. Car Loans

    How to tell whether a personal loan or a car loan is better for you.
  49. Helping Clients Make Better Decisions About Social Security

    Advisors should be able to disarm a client's tendency to make poor decisions about Social Security filing to keep the client ...
  50. How to Calculate How Much House You Can Afford

    Here is part one of a step-by-step process you can use to calculate just how much home you can afford.
  51. The 10 Most Affordable Housing Markets Right Now

    If you can be flexible about where you live, a dream home may be within reach in one of these most affordable housing markets.
  52. What Are L Bonds and How Do They Work?

    New on the scene, L bonds can provide fixed-income investors with a nice alternative to low-yielding offerings, but come ...
  53. 15 Ways to Reach Your Financial Goals

    This checklist of 15 important items to consider before the calendar year ends will help get or keep your finances on track.
  54. Before You Retire, Ask Yourself These 5 Questions

    The thought of retirement can be daunting for some. Here are five things to ask yourself that should help prepare you to ...
  55. Inflation and Financial Planning: A Primer

    Inflation can erode wealth over time and must be considered carefully in a financial plan.
  56. How an Efficient Retirement Plan Can Save Money

    Without a comprehensive, optimized retirement plan, inefficiencies develop and retirees lose money through unnecessary fees, ...
  57. How to Start Your Digital Marketing the Right Way

    Digital marketing is a must-do for all advisors reaching out to younger generations. Here are six steps to kicking off your ...
  58. Planning Your Finances During Big Life Changes

    Money may not be top-of-mind when your life encounters a change, but sooner rather than later it needs to be considered.
  59. How Grey Divorce Can Hurt Women's Retirement More

    Research shows that divorce later in life is having a disproportionately higher financial impact on women than on men.
  60. 6 Companies With Exceptional Retirement Plans

    These companies realize that it’s important to take care of their employees not only now but also in the future. Each offers ...
  61. How Tax Treatments Of ETFs Work

    Here is a look at how ETFs are taxed and the effects of that tax treatment on investors.
  62. In Your 20s? Don't Risk Delays in Retirement Savings

    Saving for retirement in your 20s can be challenging, but waiting to start can put your long-term financial future at serious ...
  63. The 5 Top Rules of Thumb for Retirement Savings

    Follow these 5 strategies and set yourself up for a sane and comfortable retirement. Starting early is best, but it's never ...
  64. Roth 401(k) Vs. Roth IRA: Which One Is Better?

    It all depends on your age, your income - and your plans for your retirement nest egg.
  65. Is the Middle Class Giving Up on Retirement?

    Americans aren't completely giving up on retirement, but many haven’t put away enough to take off at the traditional age ...
  66. Top 5 Debit Cards for Teens

    Help your kids learn the basics about money with a top debit card that doesn't saddle them with big fees and charges.
  67. Stretching Retirement Plans for Clients Who Live to 115

    What are the financial implications of living until age 115—and how do they impact your retirement planning?
  68. You Don’t Want These Advisors Managing Your Money

    Many potential advisors you come across aren't who they say they are. Uncovering that information should be of vital importance ...
  69. Financial Advice Can Lead to Extra 3% Boost in Your Returns

    Studies show that advisors usually earn their keep by functioning as behavioral coaches for their clients rather than from ...
  70. Why Universal Life Insurance Can Be a Bad Investment

    Universal life insurance may not be the best investment choice for estate planning. Here's why.
  71. How to Find ‘Procrastination Deals’ for Thanksgiving

    If you don't have tickets for your Thanksgiving flights, it's getting late. Very late. How to do the best you can and still ...
  72. Can You Retire in Malaysia With $200,000?

    A low cost of living, street food fit for foodies and unspoiled rainforest and beaches are just a few of the reasons Malaysia ...
  73. IRA Taxes: How to Make Sure You Pay Less

    Once you retire, taxation on an IRA can become your biggest enemy. Here are a few steps that can help ease the tax burden.
  74. Will the Backdoor Roth IRA be Eliminated?

    The President’s 2017 budget has proposed several changes to the rules regarding retirement accounts with those for Roth IRAs ...
  75. Don't Worry Too Much About Social Security

    Is the fear that Social Security won’t be around when the younger generations retire valid?
  76. Three Stages of Retirement: A How to Guide to Plan for Them

    Retirement isn't something you can plan for and forget. Your needs will change at different points, which is why you need ...
  77. A Financial Plan Is the Key to Achieving Your Goals

    Many people have financial goals but lack an actionable plan. Here's how to get your financial strategizing kick-started. ...
  78. How To Pick The Best ETF

    Of the hundreds of exchange-traded funds on the market, some are bound to fail. Learn how to pick the best of the bunch. ...
  79. Roth IRA Contribution Rules: The Basics

    What you need to know about Roth IRA contributions – from eligibility to dollar limits, deadlines to tax breaks.
  80. During a Divorce, Don't Forget Retirement Accounts

    These are the answers to five common questions on how to handle retirement accounts when couples divorce.
  81. Finding Your Perfect Place to Retire

    If you're planning to move in retirement, here's how to ensure that your new home doesn’t jeopardize your retirement security.
  82. The Rise of the Semi-Retired Life

    The number of people leaving the workforce to become semi-retired, instead of fully retired, is growing. Here is a look at ...
  83. How to Cut Healthcare Costs in Retirement

    The rising cost of healthcare is a scary prospect for many retirees. Here's what you can do to try and keep such costs as ...
  84. Why Age 70 is Pivotal for Retirement Planning

    Age 70 marks the time that you will have to start thinking about RMDs for real, but it's better to start planning for them ...
  85. Think You'll Spend Less in Retirement? Think Again

    Retirees often find themselves living fuller lives during retirement, which can come with more costs. Are your investments ...
  86. The Main Attractions of ETF Investing (SPY)

    As the popularity of ETFs soar, a look at the main benefits of these investment vehicles.
  87. Suddenly Pushed into Retirement, How to Handle the Transition

    Adjusting to retirement can be challenging, but when it happens unexpectedly it can be downright difficult. Thankfully there ...
  88. Dissecting Leveraged ETF Returns

    These funds are a relatively new product to most investors, but they could be what you need for increased returns.
  89. S&P 500 ETFs: Market Weight Vs. Equal Weight (RSP, SPY)

    Both S&P 500 and S&P 500 EWI indexes include the same set of stocks, but different weighting strategies give them separate ...
  90. Mutual Fund Or ETF: Which Is Right For You?

    Learn the differences between these investment products and how to take full advantage.
  91. Retirees: Beware of These 6 IRS Red Flags

    Tax audits are stressful and can result in expensive fines. Here are six things to know about when it comes to sidestepping ...
  92. 5 Things to Consider Before a 401(k) Rollover

    Do you have old 401(k) plans from previous employers? Here's what to consider before rolling or moving them over.
  93. An Introduction To Sector ETFs

    Find out how sector ETFs can give your portfolio the punch it needs.
  94. ETFs Or Mutual Funds For Your IRA?

    Most actively managed mutual funds fail to beat the market over a long period of time, so it's probably best to go with ETFs ...
  95. Advisors: Gender Diversity and Your Clients' Portfolios

    Gender diversity has become an important talking point in the U.S. elections, but research has shown can also be important ...
  96. Protect Your Finances From These 5 Emotional Mistakes

    Learning to curb your emotions when making—or ignoring—financial decisions can have an intensely positive effect on your ...
  97. Is There ROI When Millennials Live at Home?

    If you love your adult kids and enjoy the time with them, don’t worry that you’re spending too much money on them. Your return ...
  98. Changing Bad Money Habits to Reach Financial Goals

    The key to creating a new behavior is becoming aware of two conflicting forces and finding a third way forward, otherwise ...
  99. Navigating the Maze of Medicare: Know the Costs

    Navigating the maze of Medicare is complex. Here's what you need to know about the financial and tax aspects.
  100. 5 Financial Tips for New Parents to Cut Costs

    These five tips will help new parents limit costs and focus on what’s truly important.
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