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Don’t put all your eggs in one basket: Why a multi-approach portfolio wins

April 15, 2024

Steve Tuttle explains how combining index funds, active strategies, and a multi-factor approach can enhance returns and align with your risk tolerance for a robust portfolio.

3 last-minute tips to maximize deductions (and minimize taxes owed)

April 11, 2024

The tax deadline is coming up, but IRA contributions, funding your HSA and itemizing your deductions can all lead to lower tax burdens.

Drawbacks of index investing

April 1, 2024

Explore the risks of overexposure to large-cap stocks and the benefits of alternative investing strategies for a diversified portfolio.

Maximum Social Security benefit: how is it figured?

March 28, 2024

Delve into the factors that affect your Social Security retirement benefits, including the significance of your earning history and the advantages of delaying benefits until age 70…

What does Medicare not cover? Five things to look out for.

March 21, 2024

Effective retirement health planning requires understanding Medicare’s coverage limits. Get insights into preparing for out-of-pocket costs and supplemental insurance needs.

Is there a difference in retirement planning for men and women?

March 14, 2024

Learn the key differences in retirement planning between men and women, focusing on longevity, income gaps, Social Security benefits, and investment strategies.