Blog categorized as Weekly Blog

Learn why 2025 may be the last best opportunity to convert retirement accounts into tax-free income. This guide walks through Roth conversion timing, tax law changes, and how to plan smarter in retirement.

Before we get started, do me a favor. Pick up your phone or go to your computer. Open your internet browser and search for “S&P 500.” The first result will show the current price of the index. Make a note of the number.

Next, search for “Dow Jones.”

Notice how much higher it is? As in tens ...

When it comes to investing, there’s no such thing as a “safe bet.” Every type of financial vehicle has some level of risk, even checking and savings accounts. Back in the 1920s, people believed that the safest place to keep their money was a bank, and they were right. But as they witnessed during th...

The coronavirus pandemic worsened income and wealth disparity in the U.S. (1) However, if you were on a good path for retirement planning and financial stability, chances are you were in the group that came out ahead.

According to the latest Retirement Confidence Survey by the Employee Benefit Resear...

Generation X, comprised of adults between the ages of 40 and 55, have entered their prime earning years while at the same time enjoying a bull market for stocks. This demographic represents about a quarter of households in the U.S. (26.8%) and a similar share of

household net worth (26.9%). However, ...

Stocks may have a reputation for being riskier than bonds, but you should also consider the risk that investing only in bonds may not accumulate enough money to finance all your aspirations in retirement.

It is true that stocks are more volatile than bonds, and there is no guarantee they will yield i...

The Patient Protection and Affordable Care Act (ACA) – passed in 2010 and known colloquially as “Obamacare” – has experienced quite a ride. Initially, it was embraced by millions of Americans for whom it afforded tax-subsidized health insurance without access to employer-sponsored coverage. At the s...

Gender-lens investing is the tactic of screening companies through female-centric filters. According to analysis by the Wharton School of Business, these filters include:

• ​Advancing women in leadership
• ​Advancing women in finance
• Advancing products and services that improve the lives of women
• Advancing ...