By Joel Dresang
As investors, we’re always hearing about buying low and selling high, not putting all our eggs in one basket, making a plan and sticking to it. Apparently, there’s something to be said too for the warning, “Don’t look down,” which individuals are advised when they find themselves atop a lofty perch and an unfamiliar perspective could panic them into a costly misstep. […]

By Joel Dresang
I’m waiting my turn to purchase Forever stamps. First-Class postage for a 1-ounce letter rises to 55 cents per stamp beginning Jan. 27, a price increase of a nickel apiece or 10%. Then I consider the value of the stamps and how value often is an overlooked part of investing. […]

By Joel Dresang
One of the lessons I learned from my brother who died unexpectedly in March was to do what we can to ease the hassles of our survivors. […]

By Joel Dresang
Common wisdom and my family’s experiences suggest you want an estate plan to ease survival much for loved ones. […]

With widespread changes in federal income taxes in 2018, investors should consider what to expect when they file their tax returns. Dave Sandstrom explains in a MONEY TALK VIDEO. […]

By Joel Dresang
Ten years later, I don’t remember feeling desperate. But in a recent survey, 79% of Americans said they suffered setbacks from the financial crisis: 55% said that 10 years later, their finances still have not recovered. Looking back, I notice several factors that cushioned my family and me from the crisis. […]

In a MONEY TALK VIDEO, Lisa Lewitzke explains updates to a savings plan for individuals with special needs. […]

By Joel Dresang
Of course, affordability is key. As we get closer to retirement, Mary and I will have to compare what we currently spend on housing with how much we can manage on a retirement budget. Then we can determine how many places we’ll have, whether we’ll own or rent and where we’ll call home. […]

Dave Sandstrom explains why investors should consider how the costs of debt weigh into their retirement plans. […]

Tax law changes have increased the potential benefit from being charitable with retirement accounts. Art Rothschild explains in a MONEY TALK VIDEO. […]

By Joel Dresang
Two of my brothers died in the last year. Neither gave the family much direction about what to do afterward.
Of all the significant life events we can plan for, our afterlife is most often left untended. We put it off, and we put it on our bereaved survivors to try to guess what to do with our body and how to mark our passing. […]

Isabelle Wiemero explains in a MONEY TALK VIDEO why investors need to include trusted contacts in their financial information. […]