Robo-Advisor or Financial Planner?
What are the pros and cons to using a robo-advisor? Who needs a comprehensive financial planner, and what are some alternative options?
Does Impeachment Impact the Markets? A Quick Historical Look At Past Proceedings
Donald Trump was impeached for a second time on Jan. 13, 2021. For investors, could this historical move (plus an impending Senate trial) affect the markets? A look at past presidential impeachments may help determine the answer.
America’s in a Recession. Should You Consider Retiring Early?
Is early retirement in the cards for you? The pandemic has pushed a lot of people to re-evaluate what their career means, and if they should continue at all. Here are some factors to consider before you decide to quit for good.
Retirement Planning Considerations for Couples With an Age Gap
Traditional retirement planning is less effective when spouses stop working at different ages. Here are a few things to take into account as you prepare for this next chapter.
What to Do When You Inherit an IRA
Whether you inherit an IRA from a spouse or non-spouse, there are important steps to execute as an heir and details to address along the way.
How Could the Behavior Gap Affect Your Investments During This Time of Market Volatility?
As the Coronavirus spreads, worldwide anxiety increases. Explore 4 ways that momentous events can affect investment decisions — and how to remain balanced amidst the fear.