Risk Management: Dollar-Cost Averaging
This article explains the pros and cons of dollar-cost averaging and the role it plays in investing.
January Is National Financial Wellness Month
January is Financial Wellness Month, a time to check-in with your financial strategy.
Who Is Your Financial Mentor?
Exploring the value of cultivating a financial mentor, a professional who can guide you and help you develop your financial strategy. How the financial mentor can help an investor, and what role they play in helping an individual make important decisions.
The Pros and Cons of Early Retirement Plan Rollovers
Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the pros and cons of making them.
Understanding the Correlation Between Mental & Financial Health
With the events of this past year, it's possible you or someone you know has experienced a decline in mental health. Here's how that could be affecting your financial wellness.
High-Income Earners May Have Trouble Saving For Retirement: Your Guide to Overcoming Some Surprising Roadblocks
If you're earning six figures or more a year, you may hit some unique financial hurdles when it comes to saving for retirement. Here's what we mean and what you can do to overcome them.