Individual Investors

Individual Investors

A Grand(parent) Gesture

A Grand(parent) Gesture: Gift of College Savings

Grandma and Grandpa, Mimi and Papa or Nonna and Nonno — no matter the name they call you, grandchildren evoke sentiments of joy and...
Headed Down the Aisle?

Headed Down the Aisle?

Saving for retirement, or any other future goal, is a long-term commitment. It’s easy to stay on course when your investments match your time...
Time to Figure out My Investments

Me: Time to Figure Out My Investments

We all know setting goals is important. But, do you find yourself setting goals, only for other “stuff” to take priority? If this has...
Target-Date Funds: Not Just Popular for 401(k)s

Target-Date Funds: Not Just Popular for 401(k)s

If you have a retirement plan at work, such as a 401(k), you may have received a list of the available investment options as...
Income Investors at a Crossroads

Income Investors at a Crossroads

Investment income is often related to having enough to live on in retirement. But it can also help you reach other goals, too, such...
Saving for College

Saving for College: Bring Your Kids in on the Plan

For many, back-to-school time starts with photos of kids with decorative signs or entries in memory books that capture their future aspirations. It can...
The Boomerang Generation and Growing Student Debt

The Boomerang Generation and Growing Student Debt

Generational divides make splashy headlines. From the Silent Generation and Baby Boomers, to Gen X and Millennials, one group is constantly compared to another....
Top 7 Retirement Lifehacks

Top 7 Retirement Life Hacks

Don’t we all love life hacks that can help make things a little bit easier? I am amazed by the ingenuity that some demonstrate....
Retirement Reality Check: Big Number Blindness

Retirement Reality Check: Big Number Blindness

Midway points are a great time for checking in. With the second half of 2017 underway, pause and take stock of how well your...
Investing and Baseball: Are Your Bases Covered?

Investing & Baseball: Are All Your Bases Covered?

Often when I speak with clients, I rely on a few analogies to break down various investing concepts. For one of the most important...

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