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Becoming a Millionaire used to seem like this totally unrealistic goal that would never happen unless I won the lottery or inherited a bunch of money from some distant relative. As it turns out becoming a millionaire ...(more)
There is a cost to indexing that most investors are unaware of. It is called “reconstitution.” What is reconstitution and how may the costs involved be solved?
What is an index? An index tracks changes in the ...(more)
1983. Return of the Jedi hit theaters and President Reagan was proposing his own Star Wars Defense System.
While Trump is forming a new "Rebel Alliance" in Washington (yes, my son and I have tickets to the new ...(more)
Home equity line of credits or HELOCs (pronounce he – locks) are usually thought of as a tool to pay for a kitchen remodel or to update a bathroom. Outside of the this use, they can be an important component of your ...(more)
Think about common risks in your life and the tactics you use to minimize or avoid them.
If you're trying to lose weight then you burn more calories (read: Exercise) and consume fewer or at least better calories ...(more)
The title of this post is a possibility, that holistic financial planning can be fun! But in my experience that is almost, without exception, a myth. Because holistic planning involves frank discussions of the ...(more)
I just finished Michael Lewis’ new book, The Undoing Project. My copy is methodically dogeared and underlined, but one passage has stuck with me since I read it.
If people thought that a coin, after landing on heads ...(more)
Employee stock purchase plans (ESPP) can be an overlooked benefit from your employer and you could be leaving a thousand of dollars each year on the table by not participating! ESPPs can be an important helper in ...(more)
I think people generally realize that buying high and selling low isn’t a good strategy. However, year after year the research shows that individual investors tend to buy asset classes or sectors after periods of ...(more)
End-of-the-Year Money Moves for 2016
Here are some things you might want to do before saying "goodbye" to 2016.
Provided by Kari Middleton, PPC
What has changed for you in 2016? Did you start ...(more)
Seven Concerns and Fears About Retirement
By: J. Barry Watts
The speckled-with-grey-haired executive wearing the rumpled trench coat dropped into the seat beside me at gate B33 of the Pittsburgh airport with a loud ...(more)
Understanding your social security benefit is a huge part of being prepared for retirement, and even the young generation should understand what they can expect to receive from social security. It can be very ...(more)
If you've finished college within the last few years, chances are you're paying off your student loans. What happens with your student loans now that they've entered repayment status will have a significant ...(more)
An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you're contributing to a ...(more)
You've saved for your child's college education through the years, helped your child research schools, and supervised the application process. Now, thankfully, your child is in college. But you probably can't disappear ...(more)
Section 529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of ...(more)
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can ...(more)
When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is, or take it with you? Should you roll the money over into an IRA or into your new employer's ...(more)
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice. BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.