20 Apr A HELOC as emergency fund?
A HELOC isn't a foolproof plan as an emergency fund. ...
29 Mar Options for extra 529 plan college savings
What to do with 529 plan money if you oversaved. ...
27 Jan No re-do for 401(k) savings
If you missed out of 401(k) savings, you can't go back, but you have another option. ...
18 Jan Why is financial planning important?
Posted at 14:02h
in Viewpoints
Financial planning: Turning your dreams into realities....
13 Jan The January Effect: Does it matter in 2016?
Posted at 12:19h
in Viewpoints
The January Effect, and what it means for investors, ...
16 Dec The Fed, interest rates and me
Posted at 16:52h
in Viewpoints
Why it matters -- to business and consumers alike -- if the Fed raises interest rates....
14 Dec Ways to save and treat yourself this holiday season
Posted at 17:56h
in Viewpoints
Simple savings tips to help you do something nice for yourself this holiday season....
08 Dec Which 529 Plan should I choose?
What to consider when selecting the best 529 Plan for college savings. ...
09 Nov Our age difference and our portfolio
Planning for couples who have a big age difference can be complicated....
26 Oct Will we run out of money during retirement?
Posted at 07:00h
in Money Makeovers
Can a 50-something couple afford to retire?...