Financial Articles

Do you approach big purchases you’re passionate about with open arms – or apprehension? For those we sometimes call “tightwads”, psychological challenges are the culprit of struggling to spend money, despite being financially well-off.

News headline scare tactics aside, Social Security isn’t going anywhere. In fact, it remains a substantial asset (comparable to a large lump sum) in your retirement portfolio.

When you approach investment decisions, it’s vital to be conscious of your emotions, specifically regarding risk and uncertainty.

What lessons learned from skiing can you apply to investing? Author Luca Dellanna shares that with much like in a ski competition, successful investors are not typically the fastest, but the ones who avoid irreversible losses that succeed.

One way to optimize the tax efficiency of your estate plan while simultaneously fulfilling charitable giving wishes is by leveraging qualified charitable distributions (QCDs).

Your relationship with money (spending, in particular) is personal, and it’s often influenced by behavioral biases you might be unaware of.

You’ve likely heard the term “return on investment”, but what about a concept called "return on sleeplessness"?

According to psychologist Maytal Eyal, an obsession with self-improvement has left many of us today stuck in an "epidemic of self-hatred."

Time is the greatest asset you will ever have. Here, author Derek Hagen emphasizes the importance of living intentionally by considering both the time and health you have left with our loved ones.

Is maxing out your 401(k) at a young age truly the best financial decision?

As an investor, it’s important for you to remember that market risk does not change; only your emotions do.

If you don’t plan for the non-financial side of your retirement transition (your purpose, your “why”, the thing that gets you up in the morning), much like this retiree, you might experience feelings of disillusion.