Financial Articles

Should you pursue financial independence and financial security, or do they mean the same thing?

Whether you’re already retired or preparing to retire, chances are, you have experienced one, several, or all of what previous podcast guest Dr. Riley Moynes refers to as the non-financial “four phases of retirement.”

You are likely no stranger to the fact that major events, like U.S. presidential elections, create ideal fear-inducing headlines for media outlets. However, this intense attention can also create an illusion that elections have profound effects on all areas of life, including investments.

The perception of aging is evolving. If you shift your perspective of what it means to “grow older” and challenge negative stereotypes, you can clearly see the valuable contributions older adults make to society.

Which can help keep more hard-earned dollars in your pocket: IRAs and 401(k)s – or taxable accounts?

Two key factors that should play a role in your Social Security filing decision include time horizon and discount rate.

If you’ve been investing in the stock market for some time, you know it’s not a matter of if we will face a decline, but when.

Evaluating your life and financial decisions through the lens of mortality (a practice known as "memento mori”) has the power to help bring you true clarity in financial planning.

Whether you’re inheriting wealth or planning to pass down wealth to loved ones, it’s helpful to understand the complexities involved with an IRA inheritance.

Leaving your job does not automatically lead to a fulfilling post-career life. Just as navigating through your career requires deliberate thought and action, so does your transition into retirement.

Which best supplements your retirement income: Dividends or capital gains?

You aren’t imagining it. Investing today is increasingly more complicated than it was in the past.