Dive into the mechanics, benefits, and potential drawbacks of these complex financial instruments. And be sure to listen to the comparisons of buffered ETFs against traditional investment options and how each may fit (or not) in your diversified investment strategy. Continue reading
Podcast
No Budget Needed
Hear Tyler Emrick, CFA®, CFP®, discuss why meticulous budgeting isn’t necessary for most approaching and into retirement. While it is important to measure your lifestyle spending, there are smarter and easier ways compared to budgeting. Continue reading
How To Navigate Markets In An Election Year
It’s almost Election Day in the US, and opinions are flying. But should elections sway your long-term investment strategy? Continue reading
Social Security Timing: Reframing Your Thinking For Better Decision-Making
Your brain uses mental shortcuts to help solve problems. While shortcuts can be quite helpful in many aspects of daily life, in other areas shortcuts may harm your decision-making. Social Security claiming is often one of these negatively impacted areas. Continue reading
Effective Estate Planning: Tips to Make Sure The Process Goes Smoothly And Money Goes Where You Intend
Estate planning is about more than just wealth distribution—it’s about peace of mind. Continue reading