Should You Use a Robo-Advisor Instead of a Financial Advisor?
What are the pros and cons to using a robo-advisor? Who needs a comprehensive financial planner, and what are some alternative options?
What Should You Be Saving for in Your 30s? Your 40s? Your 50s?
Each decade in your life comes with different goals, and while the best things in life may be free, some of the OTHER best things in life aren't quite that cheap. Having a baby, buying a house, or retiring early... all of these require a savings plan.
Taking Care of Your Family After Your Passing: Here's How to Write a Letter of Intent During the Estate Planning Process
A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.
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.
How You Can Involve Your Family with Philanthropy
With so many people needing so much help right now, you have a unique opportunity to teach younger family members the value of giving back. Here are three ways to make giving an activity that will bring your family closer together while making a real impact on the world.
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.