Financial Articles

If you take a peek into the past, you will find useful applications as well as limitations in leveraging market performance data.

The transition to retirement doesn’t have to be a sudden stop. “Phased retirement” is a growing trend that offers flexibility and continued purpose while gradually easing into full retirement.

The concept of “skin in the game” suggests that when someone’s own money is on the line, they’ll make better decisions. In the financial world, this is often applied to fund managers who invest in their own strategies.

Trusts are powerful tools for managing assets and ensuring a smooth transfer of wealth, but they’re only effective if properly funded.

High inflation is a concern for retirees, but how much does it really impact your nest egg?

We often strive for happiness, but what if "negative" emotions like sadness, anger, and regret could actually lead to a more fulfilling life?

Bernard Baruch, a Wall Street legend, learned investing lessons the hard way.

Ever wondered how some people with modest incomes amass millions? It's not about flashy strategies or insider knowledge. The secret lies in the often underestimated power of quiet compounding.

Medicare costs are increasing. This year, we're seeing higher premiums and deductibles, along with changes to the Part D "doughnut hole" coverage gap for prescription drugs.

Are you worried about outliving your retirement savings? Sequence of returns risk is a real threat, but new research suggests it could be even more insidious than previously thought.

The mind is a powerful tool, and our thoughts can have a surprising impact on our reality. The "nocebo effect" is a prime example – when negative beliefs create negative outcomes.

Ever dreamt of retiring early with a healthy nest egg, only to find yourself hesitant to actually enjoy it? It's a common struggle for those who've spent a lifetime prioritizing saving.