Financial Articles

If you’re planning to work beyond age 62 and/or past your full retirement age (FRA) while simultaneously receiving Social Security benefits, there are important considerations to be aware of.

Your pursuit of financial independence and wealth is one many share. However, when it comes to being “rich”, a life affluent of money doesn’t guarantee a life void of conflict.

Your ability to build strong character takes time and often occurs during seasons of crisis and distress. In these instances, reflect on your reactions, learn from your mistakes and seek lessons from the experience.

Your financial plan, investment strategy and your life are all about balance. It’s all poison, if you absorb too much of it.

Amidst today’s record-high interest rates, you have an opportunity to explore investments that might be better suited for this environment. While certificates of deposit (CDs) and fixed annuities are common suggestions, there's another option worth considering: A fixed index annuity.

Despite what you may perceive at the onset, most failures (financial included) are the result of a chain of failures, versus one outlying moment of error.

What is the answer to this title, you ask? It’s the common belief that money provides control over your time.

You have access to a wealth of information and tools for making investment choices in today’s world. However, this abundance of choices can lead to feeling overwhelmed, thus hindering your ability to make well-informed decisions.

If you want to minimize the dollars you owe Uncle Sam, it’s crucial to focus on limiting your long-term tax liability, versus only minimizing taxes in the current year.

Whether you find it to be a taboo topic or not, the concept of money is incredibly complex. Here, author Rubin Miller highlights his duality as a financial professional and a regular person grappling with everyday money decisions.

If you’re unfamiliar with the Stoic philosophy, it teaches that while you may be unable to change the world or control external circumstances, you possess the power to change how you perceive and respond to them.

Asking yourself “How much is enough?” throughout certain points in life might lead to an answer that’s a moving target. However, when it comes to wealth, when do you know if you have truly reached financial independence – or your “enough”?