Does the 4% Rule Still Work?
The 4% rule is a retirement rule that provides a high-level guideline for how much retirees can consider withdrawing from their accounts each year. We’ll look at the pros and cons of the rule and show why a personalized approach creates more flexibility.
12 Days of Christmas Checklist
Let’s keep the holiday spirit alive with an upbeat article with the help of the popular song “The Twelve Days of Christmas.” The checklist will include some simple–and some surprising–tasks.
Book Review: Diamond of Life
The final installment of our four-part series will review 3rd Base, Assess Your Performance: Professional, Financial, Material.
What Is Sector Investing?
From time to time, investors may hear an upbeat outlook for a sector of the economy. Does that mean it presents a good investing opportunity? This article takes a look at sector investing and other non-traditional investments.
Estate Tax Law Changes at the End of 2025
Several provisions of the 2017 Tax Cuts and Jobs Act are set to sunset at the end of 2025. This article will examine some of the pending changes, including the gift and estate tax rates.
Should We Consider an Individual Living Trust or a Family Trust?
A living trust is an estate strategy that allows you to control your assets while you’re alive and distribute them after your death. A family trust has some slight differences. What’s best for your family?
Asset Allocation vs. Diversification: What’s the Difference?
These phrases are often used in personal finance, and some use them interchangeably. However, they have very different meanings, which are critical to understand.
A Split-Annuity Strategy
One of the most challenging aspects of personal finance is turning a retirement investing program into a retirement income program.
Wall Street Sayings
We’ve picked four of our favorite Wall Street sayings that may be a bit less popular, but have a strong underlying message important for any investor.
A WORLD OF OPPORTUNITY
If you’re interested in getting a few more stamps on your passport without ever leaving the country, investing in overseas markets might appeal to you.
