Financial Articles

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.

Growing older doesn’t have to come with a negative connotation. When you embrace a “longevity mindset”, you make conscious decisions to improve your chances of a longer, healthier life.

Is the upcoming November election dominating your media diet? Even if you’re an avid news-follower, as an investor, politics should not heavily influence your strategy.

If you’re a savvy shopper, chances are, you’re willing to endure inconvenience for small savings, such as waiting in line for cheaper gas. However, do you also consider cost-effective strategies for significant financial commitments like retirement planning?

How do you improve your investment behavior when it involves such a complex mix of factors that influence your decisions?