While most of us don’t intend to short change our retirement savings, competing priorities and unexpected expenditures can often get in the way of consistent retirement saving. An easy way to help fund your IRA is to have your tax refund deposited directly into...

Quarterly reviews of stock and other investment performance are abundant these days.  Business newspapers such as The New York Times and Wall Street Journal run quarterly rankings of performance against which investors can compare their holdings. While there’s nothing wrong with this approach to...

Every adult, regardless of age or wealth, should have an estate plan. Good estate planning allows you to control the transfer of your wealth to your loved ones and the charities that are important to you while reducing estate taxes that may be owed...

As a result of the loss of corporate pensions and concerns about the long-term viability of Social Security, most Americans anticipate having to be personally responsible for funding their retirement to a degree that would have been unimaginable just a few generations ago. So...

Millions of Baby Boomers and others are finding themselves in a financial position to share some of the fruits of their life’s work with others. According to a study from Blackbaud, Boomers account for $61.9 billion per year in donations, or 43% of all...

Today, women are playing an ever-increasing role in making important financial decisions – whether for themselves or for their families.  While many of the basic rules of investing hold true for all investors, some life events affect women differently than men and can have...