Financial Articles

Albert Einstein once said, “The hardest thing in the world to understand is the Income Tax.” Beyond being complicated, there is no way to avoid Uncle Sam’s share of your appreciated assets.

What does Bo Jackson’s stardom have to do with finances? In 1989, he was Nike’s prime marketer for their cross-trainer shoe ad campaign, and as such, appeared to know it all when it came to sports (i.e. — “Bo knows”). However, much like your portfolio, Bo’s popularity is more complex than that.

Investment planning isn’t synonymous to gambling in a casino, but the two realms do share insight that can lend valuable lessons to today’s investors.

In addition to being an American Founding Father and innovator, Benjamin Franklin was also our “nation’s first happiness professor”, as described by filmmaker Ken Burns.

In the world of investing, critiquing prior financial choices is common, and is what economists refer to as “hindsight bias”.

All tax-deferred savings come along with a tax liability. Over time, contributions, employer matches and investment returns can create a snowball effect when it comes to the dues you owe Uncle Sam.

As author Morgan Housel says, historical events which reap takeaways that can be applied to broad areas of life often contain some of the most valuable insight.

A healthy relationship with money can help lend to a life of fulfillment and financial independence, but it also involves being self aware of potential toxic money beliefs.

One of the top financial concerns of today’s retirees is having enough income to last a lifetime; however, recent studies show there’s also another issue at bay: Leaving behind too much of that income.

Today’s economic climate continues to move quickly and feel confusing for investors. While we have no crystal ball to tell us what the remainder of 2022 will bring, here, you’ll find blogger Ben Carlson’s best data-based guesses of what might be around the corner.

The presence of additional income brings you upgraded items and experiences, but that extra income also often comes at the price of giving up more time.

Today’s idea of “retirement” has been long outdated. While our concept of natural human life was once in the order of study, work then retire, a shift has taken place that no longer mirrors this sequence.