You’ve Managed Your Own Money Successfully – Why Would You Need an Advisor Now?
Financial planning isn’t really about spreadsheets, rates of return, or chasing the perfect investment strategy.
You’ve Managed Your Own Money Successfully – Why Would You Need an Advisor Now?
Ryan looks at the decision many investors face: should you keep doing it yourself or bring in a financial advisor?
My Investments Underperformed the Market – Should I Fire My Advisor?
It’s a question a lot of people ask at some point: if your investments aren’t keeping up with “the market,” is it time to move on?
Why Spending in Retirement Is Harder Than It Sounds
A new proposal out of Washington is adding a fresh angle to the Social Security conversation, and Ryan is breaking down what it could mean.
Long-Term Care Insurance: Worth It or Waste of Money?
Long-term care is one of the biggest financial risks in retirement, and one of the most uncomfortable topics to talk about.
Put Off Social Security Or Start It Earlier?
When should you take Social Security? It’s one of the biggest financial decisions you’ll make in retirement, and one of the easiest to get wrong.
And the Oscar Goes To… Your Retirement Strategy
The Oscars have passed, but we’re handing out a few awards of our own. Not for films, but for financial planning.
Use Target-Date Funds or Customize Your Portfolio?
Ryan explains how these funds work, why they’ve become so popular, and where they may fall short for investors who want a strategy tailored to their situation.
Roth Conversion or Not? How to Know If It’s Right for You
Ryan explains how Roth conversions actually work and breaks down when — and if — they make sense for your situation.