When Should You Claim Social Security?

One of the most common retirement planning questions we receive is the one about Social Security: Is it better to claim Social Security benefits as soon as possible, or to delay? As with most retirement planning questions, the answer isn’t the same across the board....

The Financial To-Dos of Having a Baby

Having a baby and growing your family is a very exciting time for any new parent or parent-to-be—and there are some pretty significant things to consider outside of simply getting the nursery ready and picking out a stroller. There are studies showing that each child...

How the New Tax Law Impacts Investors

Countless hours have been spent tabulating the political pros and cons of Donald Trump’s long-sought tax reform, which was signed into law at the tail end of 2017. While much of the partisan discord over the bill has faded, there remain a lot of open questions about...

Talking About Financial Planning with Your Family

They say that politics and religion are the two topics you aren’t supposed to broach in polite company, including at family gatherings—but finance is surely not far behind. Talking about money can often make people feel anxious or uncomfortable, and that tension is...

Why Have an Annual Portfolio Review?

Doctors recommend that you get a physical checkup about once a year or so. Similarly, financial advisors recommend that you get a portfolio checkup once a year, sitting down to meet with your advisor and make sure everything is still on track. A portfolio review will...

Make Your Financial Resolutions Stick

We’ve arrived at the part of the year in which most of us have seen our New Year’s resolutions peter out altogether—our best intentions for improved health, diet, fitness, and time management largely forgotten. This is true of many financial resolutions, as well. On...

Interviewing a Potential Financial Planner

When it comes to selecting the person who will work with you to establish your financial future, you don’t want to leave anything to chance; you don’t want to have any nagging, lingering questions that you’re afraid to ask. What you want is a comfortable but...