Our 2020 Year-End Financial Planning Checklist
It's the time of year to think about financial planning items that need to be completed before year-end. Here's a checklist to get started.
Our Just in Case Guide
It’s a good idea to compile all of your essential contact, financial, and health information in one place. Our Just in Case guide can help you do that.
It's Time to Vote. Is it Time to Worry About the Markets?
Should we let politics and predictions influence our portfolios?
Are You a "Que Sera Sera" Investor?
Are you a Que Sera, Sera investor? Accepting that whatever will be, will be? A better idea is to plan for a future that may look much different from the past.
Medicare Open Enrollment Begins Oct. 15th. Time to Make a Change?
Are you ready for Medicare's open enrollment? Here are some useful tips as you consider if any changes are needed.
Why Investors Might Think Twice About Chasing the Biggest Stocks
Should investors be chasing after the big tech stocks? Dimensional research shows that it is wise to be cautious.