401(k) Action Steps to Take Now
If you are concerned about being able to retire, you are not alone. Millions of Americans worry about whether their retirement savings will be enough to live comfortably. In fact, when Americans think about retirement, the top concern for many is a fear of running out of money — which they fear even more than […]
7 Principles of Long Term Investing
Increasing your wealth over time is about more than making the right stock picks or always buying low and selling high. Too often, we see intelligent investors shoot themselves in the feet by making fundamental errors in their investing strategy. Over the years, we have observed the effects of fear, greed, lack of discipline, groupthink, […]
4 Critical Social Security Facts
Five Ways to Stay Confident in Retirement
Important Financial Strategies
The first step to creating financial wellness is knowledge. Knowledge is power, the power to build robust financial health. Some employers, organizations, and communities offer financial wellness programs. If programs are available, sign up. The more you know, the better. The financial world is complex and confusing. Understanding where the opportunities lay and how to […]
Retirement Questions For Educators – What You Need to Know
If you are concerned about being able to retire, you are not alone. Millions of Americans worry about whether their retirement savings will be enough to live comfortably. In fact, when Americans think about retirement, the top concern for many is a fear of running out of money — which they fear even more than […]
Choosing a Financial Advisor – What to Know Before You Invest
The financial services field is broad and there are a number of different types of advisors who offer a range of qualifications, experience, and services. Determine what your primary needs are, such as: help establishing a nest egg, planning your retirement, or buying a house, and look for advisors with experience in those areas. While […]
5 Retirement Mistakes Small Business Owners Make
Small-business owners are an essential component of keeping America’s economy churning. In the United States, small businesses with 500 or fewer employees make up 99.7% of companies and are collectively worth more than $10 trillion.1 Too often, however, small-business owners spend so much time and energy building their companies, they neglect their personal financial futures. […]