Retirement Planning for Entrepreneurs

In many ways, running your own small business can be freeing. It means you get to set your own agenda, adhere to your own values, and not have to answer to anyone but your customers. That freedom can be a two-edged sword, however, as entrepreneurs don’t always have...

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...