Financial Planning Focus

I have a confession to make. I didn’t save enough to send my daughter to the college of her dreams.

The cost of higher education has been rising at a rapid clip over the past decade, and with it the amount of student debt.

We do pretty much everything online these days. Even if you are resistant to the call of social media, you may still have to interact with digital tools to access your accounts, sign paperwork, and purchase items.

One of the more enjoyable aspects of starting a new year (and new decade), is seeing that year-end to-do list in the trash bin.

I recently attended a retirement party for a friend and colleague. It was a fun affair with family, friends, colleagues, food and champagne.

Spending money is easy when you’re still working. But how about if you are thinking of retiring? A key assumption in any retirement cash flow projection is estimating how much will we spend in our golden years. One approach is

Big data and data analytics is becoming prevalent in every area of our lives. So, what is it and what does it mean for our portfolios?

Big data is a catch-all term for large data sets that may include unstructured

If you plan to retire in less than 10 years, will your financial resources, your “nest egg,” be enough to maintain your desired lifestyle in retirement?

Unfortunately, a required minimum distribution must be withdrawn by the required deadline, typically December 31st of the calendar year.

I recently read an article declaring the “end” of the 60/40 portfolio of stocks and bonds. Should we be selling our bonds?