Dimensional has been working with financial advisors for more than three decades. To recognize the impact they have on the investor experience, we compiled a list of 10 attributes of great financial
At Worthen Financial Advisors, we work with our clients to determine the right size emergency fund to be held in cash in order to meet unexpected needs. Many of our clients also
Because the administration calculates the cost-of-living adjustment (COLA) based on inflation, we believe this year retirees could see their monthly benefits increase by an estimated 8%-10%—the largest percentage increase since the early
Like an experienced distance runner who knows obstacles and difficulties are simply part of the path ahead, as investors, we know volatility is to be expected. We have just experienced the
Stick to your plan. Everyone wants to see their portfolio grow, but most investors fail not during times of growth, but by panic selling when their portfolio starts to decline. If you
Just because nothing has changed for you does not mean you can forego carefully reviewing your enrollment options. It is likely that costs and coverages for your current plan have changed, even
If you miss your 7-month Enrollment Period, you may have to wait to sign up and pay a monthly late enrollment penalty for as long as you have Part B coverage. The
EXECUTIVE SUMMARY Historically, the path to retirement has been filled with a lifetime of work, typically at a job that the worker isn’t completely passionate about, leading to feelings of incompleteness and
Many couples have a designated spouse who handles the family finances in the relationship. They meet alone with their financial advisor and make decisions that affect the lives of both people. While
529 plans are great investment vehicles to save for education expenses while remaining tax-sheltered, when used for qualified expenses. Thanks to the Tax Cuts and Jobs Act of 2017, there are even
© 2024 All rights reserved
— or —
by Launch Kits