Bending the Ten Year Rule
With fixed-income yields so slow, do we bend our Ten Year Rule?
Financial Choices: College, Retirement, or Both?
It’s the paramount financial conflict many families face, especially as more couples start having children later in life. Should you save for college or retirement? Learn more in this Financial Tip.
Three Benefits That Can Help Military Families Target Financial Goals
Even with a military pension, it is important to save for retirement on your own. We explain in this Financial Tip.
Signs of a Bad Financial Adviser
The “Money Talks” hosts discuss some of the warning signs you may be working with a bad financial adviser.
Choosing an Assisted-Living Facility
“Assisted-living facility” is a term that encompasses a variety of communities with different levels of care for seniors. Learn more in this Insurance Tip.
Retirement Confidence on the Rise, Survey Finds
Retirement confidence seems to have improved from record lows over the past five years, according to the 24th Annual Retirement Confidence Survey. Read more findings in this Financial Tip.
Should you Manage Your Own Money?
There is more to your overall financial picture than just money management. We like to start with a plan.
Tips for Traveling Abroad
If your Spring Fever can only be cured by a trip abroad, we have a few financial tips to help you with your travels. Read more in this Financial Tip.
Saving for the Future: Start Now or Start Later?
Compounding—it’s why you want to put your savings to work for you as early as possible! Learn more in this Financial Tip.
Factors to Consider When Investing for Retirement
Bil Lako, CFP® and Dr. Gene Henssler discuss the three main factors you should consider when investing for retirement, and how they are related.