Expert Articles

Things a Financial Plan Should Tell You – and Things It Won't

A financial plan is like a road map.   A map will tell you where you are, where you want to go, and the route ...
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Where do you plan to retire?

I began looking at a list of "worst states to retire in" at Bankrate.com and it struck me then how badly people are ...
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Worst College Majors for Your Career

If you are in college, going to college or plan to pay for your children to go to college this article in Kiplinger's ...
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Five key benefits of independent Registered Investment Advisors

More education from Charles Schwab on RIAs. 1) Get advice based on what’s best for you. Whether it’s your retirement planning, tax situation, ...
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Smart Ways to Manage a Windfall

Whether you have received an inheritance or won the lottery, before you splurge, take time to consider all the financial angles and come ...
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How to Consolidate Your Investment Accounts

Keeping tabs on multiple investment accounts can be a hassle. Moving all of your assets to one firm "seems like an easy process, but ...
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