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Who Wants to Be a Millionaire?

There is an oft repeated joke among investors that the fastest way to become a millionaire is to start with a billion dollars and buy an airline. While the...

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What to Consider If You’re Planning to Leave an IRA to Your Children

When we write about IRAs in this space, we typically talk about them in terms of how they work during your working and retirement years. However, for many of...

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Is It a Good Idea to Front-load Your 401k Contributions?

We’re still early enough in the year that financial resolutions may still be fresh in your mind. One common resolution that I hear is the desire to max out...

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3 Things You Didn’t Know about Saving for Retirement

No one expects you to know everything under the sun about saving for retirement—that’s why our profession exists! We want to shed light on the overlooked...

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5 Key Questions to Ask Before You Claim Social Security Benefits

There’s no doubt about it: Social Security is complicated. With legislative changes on the horizon that may limit your filing options, it’s more critical than...

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Our Response: Dow 20,000

On January 25, after weeks of flirting with the milestone, the Dow Jones Industrial Average (DJIA, or Dow) finally eclipsed 20,000. It’s common knowledge that...

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"Your Money" Radio Show

Celebrating 20 years on the air, “Your Money” offers timely financial advice in a friendly, jargon-free format. Learn More

Strategies for Saving for Health Care Costs in Retirement

Health care costs are likely to be one of the largest expenses you’ll face in retirement. This week on “Your Money,” Bruce and Peg outline the savings...

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How to Maximize the Relationship with Your Financial Advisor

Valentine’s Day is the time when we think about the relationships with our significant other, but it’s a good idea to think about the relationship you with...

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Generational Money Mistakes

Every generation has their own unique challenges when it comes to personal finance. Bruce and Peg discuss money mistakes Baby Boomers, Gen Xers and Millennials...

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What You Didn't Know about Saving for Retirement

Everyone knows how important it is to save and invest for retirement, but many people don’t know how they should save for retirement. Bruce and Peg outline...

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