Financial Journey

Understanding Risk

Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely…

6 years ago

Dollar Cost Averaging

If you haven't started investing towards a long-term goal because you're worried about short-term market volatility, consider using a popular…

6 years ago

Investment Planning throughout Retirement

Introduction Investment planning during retirement is not the same as investing for retirement and, in many ways, is more complicated.…

6 years ago

Mutual Funds

What is a mutual fund? A mutual fund is an investment company that pools money from many people and invests…

6 years ago

Setting Financial and Investment Goals

Setting financial and investment goals Setting goals is a very important part of life in general and in financial planning…

6 years ago

Introduction to Investment Planning

What is investment planning? The investment planning process If you're fortunate enough to have money left over after paying the…

6 years ago

Housing Options for Older Individuals

As you grow older, your housing needs may change. Maybe you'll get tired of doing yardwork. You might want to…

6 years ago

Medicaid Planning Goals and Strategies

Why is Medicaid planning important? Aging is inevitable, and a gradual (or not so gradual) inability to function independently is…

6 years ago

Buying Supplemental Health Insurance: Medigap

Medicare won't cover all of your health-care costs during retirement, so you may want to buy a supplemental medical insurance…

6 years ago

Understanding Long-Term Care Insurance

It's a fact: People today are living longer. Although that's good news, the odds of requiring some sort of long-term…

6 years ago

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