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While it is often overlooked, one of the important aspects of personal planning is End-of-life planning.

The largest source of IRA contributions comes from individuals who move their money from their employer-sponsored retirement plans such as 401(k) and 403(b) plans when they leave a job, according to the Employee Benefit Research Institute.

There has been much discussion in the news recently about new highs in stock indices like the Dow Jones Industrial Average and the S&P 500. Markets, by nature, do fluctuate on a consistent basis and as such it is always important to be aware of one’s strategic allocation and rebalancing process...

Recorded webcast about the economics of COVID-19 with Kevin Murphy.

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity of different natural resources.

One of the key characteristics of an expert is the ability to process information to make the best decision possible about the situation at hand. For example, someone might describe

Created as a result of the Great Depression, The Social Security Act was signed into law by President Roosevelt in 1935; mainly due to the rise in poverty of the nation’s elderly population. The act was designed to provide retired workers ages 65 and older with a continuing income after retirement...

Have you ever wondered exactly what those initials after a financial professional’s name mean?  You’re definitely not alone. The easy way to tell is to visit the Financial Industry Regulatory Authority, which provides a list of professional designations and what they mean. Below, we’ve created a...

Donating money to our favorite charitable organization is a year-end ritual for many of us. While monthly giving has gained in popularity in recent years, most of us still tend to open up our wallets just a bit wider at the end of the year.

But what about the organization that we’re giving to...

With more than 95% of American workers currently covered by Social Security, there are some things about this massive retirement program that you should probably know. If you’re still in your forties or fifties, you can probably wait a few years to learn the intricacies of Social Security, but if...

While many of us actively plan for retirement, only a small fraction of American workers actively plan for the possibility of becoming disabled. Before you decline to purchase a short-term or long-term disability plan, consider some of these facts:

• More than 375,000 Americans become totally...

The rising popularity of robo-advisors has some in the industry wondering whether this is the beginning of the end for financial advisors.

In reality, robo-advisors have been able to do something that traditional financial advisors have not; get those with limited resources to begin creating a...