Articles

You can tell a lot from the expense ratio of an advisor’s preferred funds.

If you receive Social Security benefits, the portion of those benefits which will be taxable depends on your income. The taxable portion can be anywhere from 0% to a maximum of 85% of your benefits.

This 2016 post has been our most popular search result recently for good reason. After the 2020 COVID bear market, this article is a comforting bit of math.

A reader asks: When you are issued an IRMAA, does the IRMAA stay for one year only or does it stay that way for life?

There are different tables and formulas used to calculate your RMD divisor based on your particular circumstances. This is a calculator for the three most common.

This 2004 post has ten timeless rules for small businesses to maintain their financial balance.

Which is worse: Being destitute while still alive or dying happy and provided for with a little extra?

A savings waterfall is a tool to help investors prioritize savings goals and allocate funds appropriately.

Want to do the new year well? Here is a month-by-month guide for setting financially healthy habits.

We do our best work when we are a lifelong financial advisor to the client.

Sophisticated tax planning can be effective at any age. However, with great complexity comes great opportunity.

Social Security has a number of flaws, to which these static tax brackets can be added.

If you have received a projection from your company which included a lump sum offer that you were interested in taking, you may want to analyze it again.

What does Schwab do when your Donor Advised Fund has insufficient funds for a recurring grant?

The worst financial problems stem from trying to live a champagne and caviar lifestyle on a beer and chips budget.