Losing your job can create unwanted financial stress, but there are smart financial moves you can make to sail through this change in your life.

As the 2017 key tax and retirement numbers are out, it is a good idea to start planning on how and when to take advantage of the breaks as well as to plan for the various thresholds and phaseouts.

It has been eighteen long, mostly wonderful (?) years, but it is now time to send them off to college! Don’t overlook a critical aspect of your child leaving for college. It is important to be cognizant of the privacy laws that relates to your now-adult child's medical records.

Bond ratings are an essential tool when considering fixed-income investments. While your allocation to bonds should be taken into context with your overall holdings and your unique goals, here is a refresher on bond ratings.

Typically, the cost of preparing a basic will is just a few hundred dollars, and only takes a day or two. Yet not having a will can come with severe consequences.

The old phrase "timing is everything" seems to capture the way random, chance events affect us throughout life. Of course, these sometimes life-changing events can be either negative or positive. While the way we see random events in life may lead us to believe that "timing is everything," we believe that applying this mindset to investing is, at best, unprofitable and, at worst, disastrous to one's portfolio.

Sometimes on a perfect summer afternoon when I look at the blue sparkly water I have a tough time remembering the grey color and crashing waves associated with a storm. And yet it might look like that the very next day. Similarly, when the stock market is steadily climbing, it can be hard to imagine a bear (bad) market.

Your teenager may not get rich mowing lawns or babysitting the neighborhood children, but contributing some of those weekend earnings to a Roth IRA can pave the road to a more secure financial future. Though Roth IRA contributions are not tax deductible, most teens pay little or no taxes anyway, and Roth IRAs will allow their money to grow tax-free for decades.