Financial Planning

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Weekend Reading: Overthinking Your Money: Avoiding Analysis Paralysis

Any time you make a decision amongst many different choices, chances are, you might experience some anxiety.

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Weekend Reading: A Woman's Guide to Long-Term Care

We're riding the wave of a longevity revolution, and for women, it means potentially facing some unique challenges in retirement.

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Weekend Reading: Older Americans Stockpiled a Record $35 Trillion. The Time Has Come to Give It Away

We are in the midst of our country’s biggest wealth transfer ever. Americans aged 70 and older now hold 27 percent of all U.S. wealth, and they’re beginning to pass it on.

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Weekend Reading: Kitces: The Big Problem with 'Risk Tolerance'

Retirement portfolio risk is a complex topic, and one of my favorite financial experts, Michael Kitces, is revealing why.

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Weekend Reading: Making the Most of Our Money Mishaps

Humans are imperfect. We make mistakes, miss the mark, and often, let emotions get the best of us. This happens in our financial life too, but rest assured, it’s all part of the process.

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Weekend Reading: Long-Term Care: Which Retirees Will Need It, and How Much?

Wondering if you’ll need long-term care in retirement? A new study by the Center for Retirement Research at Boston College reports that at a high level, about a quarter of retirees will require long-term care, while 20 percent will not.

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Weekend Reading: Living a Life of Purpose After Retirement: 3 Action Steps to Take

We often refer to retirement as a transition you make. Being “retired” isn’t your identity, and doesn’t define who you are as a person, because in this part of life, you have the opportunity to truly live out your purpose.

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Weekend Reading: The Mysterious Order... of Asset Withdrawal

Which accounts do you pull from first when it comes to your retirement income stream? It’s a question many retirees stress over, but in the grand scheme of things, might not be worth all the worry.

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Weekend Reading: 6 Uses of Life Insurance in Financial Planning

You’re most certainly aware of the general role life insurance plays throughout your working years, but when it comes to your financial and retirement plan, its capabilities span wide.

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Weekend Reading: Checking Your Portfolio Often? Stop It! It Could Affect Your Earnings

Is there such a thing as keeping too close of a watch on your portfolio? Perhaps, especially if you find yourself checking on investments daily, or even multiple times a day.

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Weekend Reading: Client Checklist on Document Retention: What do Keep and What to Shred

When it comes to clearing out those files in your cabinet, knowing what should be kept on hand and what can be shredded isn’t always clear-cut. To add to the confusion, some documents need to remain in physical copy form, while others can be scanned and kept in digital copy form.

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Weekend Reading: What Investors Should Understand About Psychology

It’s human nature to have ingrained, psychological biases, but part of being a good investor involves acknowledging that bias.