While retiring at 55 is very much possible, planning early and planning correctly are imperative. Retirement advisor Nicholas Bunio, CFP® helps us get to the...
Financial
From expert advice on investments and budgeting to discussions about economic trends and retirement planning, these articles aim to equip readers with the knowledge they need to manage their personal finances, make informed monetary decisions, and otherwise navigate the complexities of the financial world. Whether readying savings for the future or maneuvering day-to-day costs, the insightful advice equips readers to take control of their fiscal picture and achieve economic stability.
All Financial Articles
Medicare vs. Medicare Advantage: Key Differences, Costs, and How to Choose
Weighing whether to choose the original Medicare or a Medicare Advantage plan? “A lot of people will just go with what their friends have,” says...
How Much to Tip: A Simple Guide to Tipping Etiquette and Percentages
From tipping fatigue to tipping confusion: Many Americans feel that tipping expectations have increased in recent years, making it harder to know what’s customary—and what’s...
Essential Estate-Planning Tools
A shocking 56% of Americans have no estate plan at all, according to a new survey from the senior-living referral service Caring.com. Either they assume...
Call vs. Put Options: Understanding the Key Differences, Strategies and Risks
These days, you hear a lot about “call options” and “put options.” But are there differences? We asked Neena Mishra, CFA, research director for ETFs...
What Is a Fixed Index Annuity (FIA)?
Retirement used to be a lot simpler. You relied on pensions and Social Security to carry you through your golden years. Nowadays, market volatility, rising...
Portfolio Management: How to Minimize Risk and Maximize Returns
Managing your investment portfolio during your working years is relatively easy—you can stash your 401(k) money in target-date funds, all-in-one portfolios designed to simplify retirement...
How to Choose a Financial Advisor: A Step-by-Step Guide to Finding the Right Expert for Your Needs
The most important decision you can make in your financial life isn’t what house to buy or 401(k) investment to use. It’s choosing the right...
Why Did My Social Security Payment Date Change? Understanding the Reasons and What to Do Next
Articles about Social Security often focus on big-picture issues like how long retirees should wait before beginning their benefits and whether benefits will have to...
Understanding Unrealized Gains Tax: What Investors Need to Know
When one of your investments increases in value, your profit is considered a capital gain…but that capital gain may not need to be reported to...
Medicare Advantage Plans: Pros and Cons to Know Before You Enroll
On the surface, Medicare Advantage plans seem to offer everything that traditional Medicare lacks. But before you sign on, dig a little deeper so you...
How to Find Old 401(k) Accounts and Reclaim Your Retirement Savings
Did you leave something behind when you changed jobs in the past? It’s surprisingly common for Americans to leave behind and then forget retirement accounts...
