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News, Insight and Opinions
Your 2025 Investor's AI Refresh
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- 3 minutes
Yes, AI is a powerful tool that can provide valuable insights for investors and its ability to make sense of dizzying amounts of data points can be of massive benefit. But research shows that it is best used with discretion and sound judgment.…
In All Fairness, Is the SSFA Just an Act?
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- 2 minutes
The Social Security Fairness Act (SSFA) repeals two provisions that previously reduced Social Security benefits for certain retired or disabled workers and their spouses. What are these provisions? And with them out of the way, who stands to benefit?…
Retirement's Happy Space-Time Collision
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- 4 minutes
Travel is a top retirement goal for many. But determining how much and how often to splurge on travel as a retiree can be daunting. Consider four steps to map out your retirement travel goals.…
Is It a Wonderful Life?
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- 4 minutes
As investors, maintaining perspective can be tough when life hits us with a daily poop emoji. With a bit of consideration, these three topics can help turn our internal frown upside-down: Trust, relativity and tolerance—in brief.…
Nixon, Crypto and the Goblins of Newness
- 033022
- 4 minutes
In practice, does Bitcoin portend economic freedom or anarchy? Is it a viable currency? And what is its present investment potential? Let’s take a stab at the latter two questions. Though it might be helpful to first talk about currency itself.…
There's Still Time to Contribute to an IRA for 2019
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- 2 minutes
Even though tax filing season is well under way, there's still time to make a regular IRA contribution for 2019.…
New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)
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- 4 minutes
The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. Should you revisit your estate planning strategies?…
The FNA Afterschool Special
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- 3 minutes
Education has become a must have, leaving many students with financial gaps to fill. From loans to lenders and variables galore, let’s dig in.…
The Rules of Retirement: Made to Fit
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- 2 minutes
Wherever you are on life’s journey, retirement is somewhere up ahead. But how to find the ideal number to save, regardless of financial know-how?…
The Changing Fabric of Security
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- 1 minute
Social Security has again undergone change, with fund depletion threats prompting inclusion in the Bipartisan Budget Act - see how you’re affected.…
Social Security and the Bipartisan Budget Act of 2015 Unfolded
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- 7 minutes
The Budget Act’s recent changes in Social Security retirement benefits could leave you dizzy. Let’s iron out details and see how they affect you.…
Sharing Wealth: The Value of Your Financial Know-How
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- 3 minutes
Just like manners and social graces, financial know-how is a learned, studied behavior. And lessons learned along the path—perhaps your path—are always relevant, and deserve to be shared.…
Across the Decades: Financial Advice that Spans the Divide
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- 5 minutes
Whether we want to admit it or not, we all need sound advice. But when it comes to finding reliable financial advice, the source plays a key role.…
Tax Wise
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- 1 minute
Like retirement planning, tax planning should be a year-round endeavor. And putting aside funds now can provide for tax-free income in the future.…
Maximizing Potential
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- 2 minutes
A Roth IRA is a solid investing option to look at when retirement planning. Especially if you’d like retirement savings that can be accessed tax-free.…
Retirement Essentials
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- 6 minutes
Your retirement planning Holy Grail: To determine an ideal withdrawal rate. But with inflation and myriad variables, you may need a guiding light.…
Juggling Act
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- 4 minutes
Prioritize your savings goals with help from an FNA advisor. Whether its retirement or college—or perhaps both—find financial direction you can trust.…
Let's Play Ball
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- 2 minutes
Strikes are to baseball as investing mishaps are to financial planning: Inevitable. Learn how to mitigate loss in personal finance and retirement.…
Retirement 101
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- 2 minutes
Retirement investing can be daunting. Incorporating personal circumstances into personal finance is a clear path toward a solid financial future.…
