Category: Financial Planning

  • Advancing age, declining capacity

    Declining financial skills may be inevitable as we age. Accordingly, we should take steps to protect our wealth from ourselves.

  • Retirement plans of a young professional

    By Jasmine Gladney This summer, I had the opportunity to intern with Landaas & Company. Throughout my internship, I shadowed different investment advisors, and there was a theme of retirement. Retirement seems far away. I am 23 and just beginning my professional career. But I realize I should start planning now. The question is how?…

  • Cleaning up after identity theft

    By Joel Dresang The Amazon.com bill I got in the mail totaled $2,838 for three robotic vacuum cleaners. The problem was they weren’t mine. My identity was stolen. I didn’t order those vacuum cleaners. I don’t even have an Amazon card. Someone assuming my identity opened a card in my name. […]

  • Crash test dummies

    By Joel Dresang New research shows that individual investors vastly overestimate the probability of stock market crashes, in part because of what they see in the news. Anticipating risks is important, but letting short-term incidents muddy long-term plans can be harmful. Often, what worries us today doesn’t even matter to the future plans we disrupt.…

  • Planning retirement via Social Security

    Free estimates available from Social Security are helpful tools for planning retirement.

  • Safe investment withdrawals for retirees

    In a MONEY TALK VIDEO, Art Rothschild discusses how much retirees can afford to spend from their investments. […]

  • How to handle a financial windfall

    Congratulations. You won the lottery or got a bonus or received an inheritance. Before you blow it all, Isabelle Wiemero advises you to put your windfall in perspective.

  • Retirement investing: Where to begin

    Investing for retirement takes direction from how you plan to spend your golden years and what resources you already have.

  • Long-term care in retirement

    By Adam Baley While there is no risk-free way to pay for medical costs in retirement, investors need to be aware of such potential out-of-pocket expenses and their options for covering them. They need to have a plan in place. A key concern is for your spouse – trying to make sure that long-term care…

  • Capital Gains Distributions

    Tom Pappenfus explains in a Q&A why investors need to understand capital gains and their possible tax consequences.