Blog Posts

Considering donating to a cause? There's a few things you should check first.

As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.

If you haven't started planning for retirement yet, it's not too late.

There's more to preparing for retirement than just saving. Here's what to consider.

Looking for a financial professional? Here are some tips to see if someone is a good fit.

If you’ve ever seen it, it’s one of those things you’ll never forget – the mass migration of hundreds of thousands of wildebeest moving across the plains of Africa in search of a fresh feeding area. It’s magnificent to watch. Of course, we know why mammals herd together – it’s because there’s safety in numbers.

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.

Any protection strategy that focuses only on insurance can leave you and your family vulnerable to the threat of legal system which doesn't necessarily share your objectives.

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can potentially give you the best of both worlds. Here are some key things to know about ETFs before investing. 

ETF Basics

What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?