Investing

Got Company Stock? Don't Fall for this Common Mistake

I meet with a lot of executives, managers, and other highly compensated employees of...

Investing

Can You Achieve Your Financial Goals? Ask Mr. Monte Carlo

Smart financial planning often means the timeline for your goals stretches decades into the future....

Investing

Automate Your Investing With Dollar Cost Averaging

When you look at the numbers, it’s tough for the average American looking to invest.

Investing

Lose Your Concentration: How To Protect Yourself from Single Stock Risk

If a single stock makes up 10% or more of your investment portfolio, or if a major decline in the...

Building Wealth

Should I Invest in a Traditional or a Roth IRA?

When funded early and consistently, an Individual Retirement Account (IRA) can be a cornerstone of...

Plan For Life

What's Your Relationship Status With Money?

Single, committed or complicated, we all have relationships with our money. And what better time to...

Achieving Goals

How Our Family Conquered Overspending on the Holidays

My wife and I got serious about budgeting the year we got married. We used the “envelope system”,...

Achieving Goals

The Best Way to Fund College Education: Intro to 529 Plans

Of all the options available for funding your children’s college, 529 plans are by far the most...

Building Wealth

What to Do With Your Old 401(k)

When you land a new job, you get to leave a lot behind. Your old boss, your stapler, and sometimes...