Financial Planning
Understand where you are today and create a roadmap to get you where you want to be.
How to Create a Retirement Paycheck
From understanding your income sources to prioritizing your order of withdrawals, creating a steady income stream in retirement is a complex undertaking. Consider these five rules to help guide you.
Grandparent-Owned 529s Get a Boost
529 accounts owned by someone other than the beneficiary's parent no longer affect need-based financial aid. Here's what to know before you open an account for your grandchild or other family member.
Saving Outside Your 401(k)
Once your basics are covered, you might want to consider setting aside some extra money. Here's how to decide which accounts to use—and when.
7 Car Buying Mistakes That Could Cost You
Buying on emotion is just one potential car-buying pitfall. Here are seven other common mistakes and what you can do to avoid them.
Estate Planning for Low Interest Rates
The three estate planning strategies that can benefit from low interest rates.
Should You Lend Money to a Family Member?
While there are pitfalls to lending a family member money, there can also be rewards. Just be sure to clearly set expectations and limits right from the start.
When Should You Take Social Security?
Mark Riepe is joined by Rob Williams and Susan Hirshman to examine one of the most critical retirement decisions: When should you take Social Security?
5 Types of Mortgage Loans to Consider
If you're looking for a mortgage loan, here are five types to consider. Check out the pros and cons to help you choose the right one for you.
Planning Priorities: Saving for Retirement and a Home
Investing for retirement and saving for a down payment on a home often share the spotlight amongst financial goals. Working on either of them might feel like you have to pause the other, but making progress toward both targets can be doable with some basic financial planning.
Can the Olympics Teach Us About Our Own Behavior?
Mark Riepe explains the cognitive and emotional biases that show up across different Olympic choices and judgments and the lessons we can glean from them for our own financial decision-making.