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“What is your greatest retirement fear?” If you ask retirees that question, “outliving my money” may likely be one of the top answers. Retirees and pre-retirees alike share this anxiety. In a 2014 Wells Fargo/Gallup survey of more than 1,000 investors, 46% of respondents cited that very fear; 42% of the respondents to that poll were making $90,000 a year or more.

Will Social Security run out of money in the 2030s? For years, Americans have been warned about that possibility. Those warnings, however, assume that no action will be taken to address Social Security’s financial challenges.

Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die?

Trying to determine how Wall Street will behave next week, next month, or next year is difficult. Some feel it is impossible. That is not to say forecasting is useless. You could even argue that it is a necessity.

A worldwide selloff occurs after the United Kingdom votes to leave the European Union. Provided by Michael Bohne, CRPC® and Stuart Cooper, CRPC® A wave of anxiety hit Wall Street Friday morning. Thursday night, the United Kingdom elected to become the first nation state to leave the European Union. The “Brexit” can potentially be finalized […]

Financially speaking, what do some households do right?

Wall Street has had a rather calm summer. How about fall? Will volatility increase before and after Election Day?

News of Donald Trump’s election victory did not upend the equities markets. As word of his largely unexpected Electoral College win traveled around the world, most major indices did not suffer alarming losses.

In life, there are times when simple decisions can have a profound impact. The same holds true when it comes to personal finance. Here are some simple choices you could make that may leave you better off financially – in the near term, the long term, or both.