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Five Next-Level Questions to Ask a Prospective Financial Planner
These questions go beyond the basics and may actually help you decide whether a particular financial planner is right for you.
By Evan T. Beach, CFP®, AWMA® Published
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Five Tips for Choosing Your Insurance Agent or Broker
Selecting an insurance professional could be as important as picking a surgeon. It might not be literal life-or-death, but it could be financial life-or-death.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published
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Sports Memorabilia Appear to Have Arrived as Investing Class
The world's most prestigious auction house recently had a Sports Week in which it auctioned off sports collectibles.
By Thomas Ruggie, ChFC®, CFP® Published
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Roth Conversions: The Case for and Against Them
Roth IRAs Have you been tempted to jump on the Roth IRA conversions bandwagon? Check out the pros and cons to see if they make sense for you.
By Evan T. Beach, CFP®, AWMA® Last updated
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Sending Your Child to College? Three Financial Preparations
With big changes ahead, parents should ensure that they can help their kids and access important information if necessary.
By Kelley Wolfington, CTFA Published
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You Can Now Invest in Hot Private Tech Companies: Should You?
The launch of a fund composed of 23 of the hottest private tech companies hit the ground running with investors, but a wait-and-see approach might be prudent.
By Thomas Ruggie, ChFC®, CFP® Published
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Are You Rich? U.S. Net Worth Percentiles Can Provide Answers
personal finance See the U.S. net worth percentiles and what Americans think is the magic number for them to be considered rich.
By Neale Godfrey, Financial Literacy Expert Last updated
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Estate Planning in Six Manageable Steps
Getting started on your estate plan can be daunting. Breaking the process down into these six smaller tasks can help you avoid getting overwhelmed.
By Patrick M. Simasko, J.D. Published
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Six Strategies for Retiring on a Fixed Income
When your paychecks quit rolling in, will you be OK? Run through this pre-retirement checklist to see how ready you really are for life on a fixed income.
By Kevin Brauer, MBA, CPA, CMA Published