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Stocks vs. Bonds: Historical Returns, Risk, and the Case for Both
Stocks and bonds differ in many aspects, including the risk and return investors can expect. Because of these differences, stocks and bonds accomplish different things
What Is An Early Exercise of Stock Options?
Early Exercise Stock Options, Key Summary: Exercising stock options means buying shares. Early exercising stock options means buying the stock before it vests. When should
Stress Test Your Retirement Income Plan
Don’t stress out about every headline, stress test your retirement plan with a Monte Carlo analysis instead. Stress testing a retirement plan using a Monte
How to Find a Fee-Only Financial Advisor
When starting to search for a financial advisor, investors may not realize the different types of advisors out there…and they’re not all trying to sell
Can You Live Off Dividends In Retirement?
The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income
Exercising Stock Options
When’s the best time to exercise your stock options? With stock options, employees have the right (not obligation) to buy the shares. When you exercise
What is a Stepped Up Basis? Cost Basis of Inherited Stock and Other Assets
What is a stepped up basis? A step-up in basis offers a significant tax advantage to individuals inheriting stocks, mutual funds, and other property. If
7 Ways to Buy a New Home Before Selling Your Current House
Can I buy another house before I sell mine? Because who wants to move twice? To buy a new house while selling yours (or selling
What’s The Best Thing To Do With A Large Inheritance?
Updated in 2026. After receiving a large inheritance from a loved one, you may wonder: what’s the best thing to do with it? As you
How to Find a Fiduciary Financial Advisor
Looking to find fiduciary financial advisors and wealth managers? Only fiduciary financial advisors are legally bound to act in your best interest at all times.
2025 IRS Contribution Limits For IRAs, 401(k)s & Tax Brackets
The IRS released the 2025 401(k), 403(b), and SEP IRA contribution limits, including a new special catch-up contribution for workers age 60 to 63. The
How Often Should You Rebalance Your 401(k)?
Rebalancing your 401(k) and investment portfolio is an important part of a successful investment strategy. Your asset allocation is the percentage of your portfolio that
What To Do With The Money From The Sale Of Your Business
Key Summary: After selling a business, take your time with big decisions and know your after-tax proceeds before doing anything. A financial planner can help
What Happens to Your Stock When a Company is Bought?
When a company buys another company, what can happen to your stock depends on several factors, including if you own stock outright or vested/unvested stock
Should I Put My Assets in a Trust? Top 3 Benefits of Living Trusts
Do I need a revocable living trust? Choosing whether to fund a trust with your assets is an important decision in the estate planning process.
What to Do After Maxing Out Your 401(k)
Wondering where to invest after maxing out your 401(k)? If you’re looking for ways to invest after your 401(k) or 403(b) at work, you likely
Stock Market Performance by President (in Charts)
How does the stock market perform when Republicans or Democrats have control of Congress vs when it’s mixed? Although volatility is often heightened during an
What to Do When a Parent Dies and You’re the Executor
Losing a parent is emotional. It can also be overwhelming for adult children when they’re the executor of the estate. Settling an estate is a