Back to Basics: When to Begin Social Security, Part 1
Social Security shouldn't be the core of your retirement planning, but it can be an important component. Here's a look at how different retirement ages will affect your benefits.
3 Big Retirement Worries as Your Near the Big Day
If you're nearing retirement, there's a good chance you've got three main concerns weighing on your mind. Read this column to sleep easier.
Choosing an Advisor: Qualifications and Experience
Lots of people are willing to take your money in exchange for financial advice. But how do you find out whose advice is worth the cost?
The Phases of Annuities
Before you sign up for an annuity, make sure you understand the various phases of an annuity contract.
Breaking Down the Basics of Annuities
Annuities can play an important role for some investors. Here's a look at how they work.
Learn About the Types of Annuities
Annuities earn a lot of press, much of it skeptical. But they can be an important part of your financial picture, if you know what you're getting into.
The Basics: Investing in Mutual Funds
Mutual funds offer a pre-diversified and relatively low-maintenance opportunity for investors. Here's a primer on what you need to know if you put your money in a mutual fund.
Back to Basics: Savings Bonds
On the surface, savings bonds might seem as though they're too simplistic for a sophisticated investor. But savings bonds offer some significant advantages worth considering.
The Worst States for Stretching Retiree Income
Cost of living isn't everything, but for retirees on a limited income, it can be a very important determinant of how far their dollar stretches. Residents of these states face the toughest challenge.
Investors Bullish About Their Status, Bearish About Overall US Economy
Economic indicators show a confusing dichotomy when it comes to investors and their mindsets.
Working Longer Doesn't Always Mean Saving Longer
Planning to work into your 70s? You need to know about Required Minimum Distributions.
5 Tips to Give Your Retirement Income a Bump
Worried about having enough money in retirement? Here are a handful of ways to pad your income in your post-practice years.
The Impossible Dream? How to Bring Your Retirement Goals Within Reach
When it comes to retirement savings, millennials seem to be of two minds. So, do they have a chance at successfully saving an adequate amount for retirement?
24 Questions to Ask a Prospective Financial Advisor
A financial advisor is only as good as the advice they give. Use these questions to help determine if an advisor is right for you.
Ready for a Vacation? 3 Ways to Find Time to Recharge
If you're a dentist, particularly one in solo practice, it can be tough to take a vacation. Here are three strategies to help you win some much-needed recharging time.
Want to Be a Better Dentist? Take More Time Off
Vacation refreshes, recharges, and makes us better when we do return to work.
Establish a Career (and Savings) Plan
For dentists just starting out, give some thought to your career and earning arcs.
If You Plan to Live Longer, Better Save More
Most people are now likely to spend as much as a third of their lives in retirement. Are you financially prepared?
Solve the Scourge of Paycheck to Paycheck
Yes, even dentists often live juuuuust barely within their means.
Take out the Taboo
Many treat money like a taboo topic. But talking about money may help you save and invest.
Index Funds: Solid If Not Spectacular
Index funds have become popular of late. There's a good reason for that, but don't let their popularity cause you to get complacent.
Rise of the Robo-Advisor: Things to Consider Before Embracing an Algorithm
Robo-advisors are a relatively new phenomenon, and one that many people are excited about. But don't jump on the bandwagon without some careful thought.
That Sinking Feeling: How to Pull Yourself Out of the Sunk Cost Trap
Sometimes our biggest wins aren't the investments with the biggest net gains.
Market Volatility Doesn't Have to Derail Your Investment Strategy
The recent Brexit vote and many other factors have combined to create an environment ripe for market volatility. Follow these tips to steady your financial ship when the market is anything but stable.
How the Greatest Fear Impacts Retirees
Fear of running out of money means many retirees may live too cautiously.
Rise of the Robo-Advisor: 4 Advantages to Automated Advising
Algorithms can process huge amounts of data in order to come up with predictions about future market trends. Does this mean they can replace human financial advisors?
In the Aftermath of a John Oliver Takedown
John Oliver skewered the financial advising industry in a video that went viral earlier this year. Does the bad behavior Oliver described mean you ought to go it alone when it comes to investing?
Beyond Cash: Your Pre-Retirement Checklist, Part 2
In Part 2 of our series, we look at the decisions you'll need to make and strategies you'll want to formulate as you approach retirement.
Beyond Cash: Your Pre-Retirement Checklist, Part 1
Most of the words written about retirement focus on building a nest egg, but those who hope to retire someday must also plan for non-monetary considerations.
Millennials Expect Bull Market; Boomers Less Confident
Survey sheds light on differences between millennial and baby boomer investors.