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...

Weighing the Benefits of a 529 College Savings Plan

Parents of young children face a daunting prospect: Setting aside a college savings account for their kids, despite a daily onslaught of headlines about the rising cost of school tuition. Certainly, the future of academics is an open question, yet the need for careful...

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...