Over the past few decades, a field has emerged that examines how human psychological factors influence economic and financial decisions. Understanding these biases may help you avoid questionable calls in the heat of the financial moment.
The income limits for deductible traditional IRA contributions has increased for 2015. Learn more in this Financial Tip.
If you are incapacitated, who has the authority to access your financial accounts or make health care decisions on your behalf?
Dr. Gene discusses how a young saver can best allocate his assets between liquid savings and retirement savings.
You have an emergency fund that will get you through a crisis. Financially, you’re prepared … but are you really? Read the Article
Social Security and SSI beneficiaries will receive a cost-of-living adjustment for 2015. See the other changes for 2015 in this week’s Financial Tip.
An investment policy statement can keep you on track during market volatility because it serves as your promise to your financial future to not act hastily during normal market fluctuations.
The markets are due for a pullback. Should you worry? Nope. Bil Lako, CFP®, tells you why in this week’s Marietta Daily Journal. Read the Article
The terms “saving” and “investing” may be used interchangeably, but understanding how they are different may help you in working toward financial goals for you and your family. We explain in this Financial Tip.
A common trend among investors is naming a trust as the beneficiary of their IRAs and then naming their non-spouse heir as beneficiary of the trust.