Financial Articles

Your retirement is more than an investment strategy. Guaranteed income is high on the list and taxes shouldn’t be overlooked.

As an investor, you should be aware of the asymmetric risk-reward characteristics offered by the stock market. Why? They can offer you greater investment peace of mind.

While a Roth account is a powerful tool you can leverage to generate tax-free income, it has limitations on funding and participation. As such, this is where a loophole can come into play: The backdoor Roth strategy.

While you may think the concepts of investing for money and investing for happiness are the same, psychology says otherwise. Money can provide you certain comforts and opportunities, but it does not guarantee happiness.

Your financial journey throughout life won’t look the same as anyone else’s. So, while it can be informative to learn from others' financial experiences, here’s a word from the wise: Never blindly mimic their strategies.

You surely don’t want to lose sight of what truly matters to you. So define your peak, prioritize your Purpose and make both core components of your wealth-building process.

The phrase "use it or lose it" holds true when it comes to maintaining your muscle strength. However, evidence suggests that your neurological and muscular systems can be retrained, regardless of age.

Ask yourself: Are you making any of these mistakes? Maybe it’s time to step off the sidelines, dig deep into your portfolio and create a greater opportunity to optimize your financial wellbeing.

Much like other forms of retirement income, your Social Security benefits can be taxed (up to 85 percent), depending on if you have additional income sources.

While annuities have faced their share of criticism over the years, the reality is, these investment vehicles have the power to help address some of the biggest financial concerns: Fear of outliving your money, becoming a burden to your children or lacking coverage in critical care situations.

hat would you do if you had three years left to live? While this thought experiment may initially feel uncomfortable, it can prompt changes in how you live your life with intention.

You don’t need to do countless hours of research to become a successful investor, but it's helpful to be familiar with financial market history, including booms and busts.