Articles

By Joel Dresang The death of Money is another reminder of the tougher time individuals have at discerning how best to conduct their financial lives. […]

Active management offers flexibility not allowed in less-expensive index-tracking passive funds. The latitude that active managers have for managing risk as well as for adjusting to market fluctuations and changes in the business cycle make such funds a valuable component in a balanced investment portfolio. […]

By Joel Dresang Vacations seem a bigger deal now, with bigger bills. They can upset the spending plans of retirees. They can divert workers’ earnings from retirement savings. They can contribute to family debts. […]

Only about 1 in 15 Americans has an online Social Security account and checks their benefits estimates once a year.

For whatever reasons retirees reach the end of their work lives—whether early or on plan, trusting sound investment practices is key, Dave Sandstrom says. […]

By Joel Dresang My wife and I have provided our daughters with limited financial assistance in college. That’s because a) We want our children to have some skin in the game, and b) We’ve needed to save for our retirement. College has presented a serious lesson in what we have hoped to instill in our children about personal finances: You have more opportunities than you have resources, so you must sort out your priorities and plan accordingly. […]