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5 Year-End Financial Planning Tips

5 Year-End Financial Planning Tips

If you're not careful, the holiday season will fly by (in a sleigh?) before you can do these 5 intelligent things in your financial plan.

What Long-Term Stock Returns Should I Assume in My Plan?

What Long-Term Stock Returns Should I Assume in My Plan?

People in the retirement planning community (especially online) do not have the right mental models long-term stock market returns.

You Received a Windfall: Now What?

You Received a Windfall: Now What?

When you receive a windfall, careful planning and mindful decision-making can help you maximize its positive impact on your life.

Is the “4% Rule” Too Risky?

Is the “4% Rule” Too Risky?

If you use the 4% rule to plan your retirement, are you exposing yourself to too much risk? Or not enough?