Approaching retirement or other significant transitions, some will think only about leaving and being done. Others may focus entirely on the next thing, whatever that may be. But know there’s value to being present in the exchange zone, the transition phase. Read Kent's article to see what that looks like.
Tax rates and brackets have changed dramatically over time, reminding us that today's tax environment is only a snapshot in history. Our latest Chart of the Month looks at how the marginal income tax rate has changed over the past century.
We’ve all heard the familiar advice for aging well: Eat healthy foods, stay physically active, and get plenty of sleep. While those habits certainly matter, there may be much more to living well than maintaining good physical health. Read for a preview of what's to come in our September Financial Perspectives: The Magazine.
In this episode, Gretchen Muller and Ryne Oller discuss education planning: where the conversation should start, how 529 plans really work, and why they're far more flexible than most people realize.
In this webinar, Kent and his wife, Kim, share why they chose to work with Foster Group rather than go it alone, what surprised them in their first planning meeting, and how they're thinking about time, family, and generosity in the years ahead.
Recent changes have made 529s more flexible than ever, giving families additional options for unused funds and qualified education expenses. Read Dan's blog for the details.
Our August Chart of the Month takes a closer look at how public college costs compare to household income and what this trend could mean for future education planning.
Approaching retirement or other significant transitions, some will think only about leaving and being done. Others may focus entirely on the next thing, whatever that may be. But know there’s value to being present in the exchange zone, the transition phase. Read Kent's article to see what that looks like.
Tax rates and brackets have changed dramatically over time, reminding us that today's tax environment is only a snapshot in history. Our latest Chart of the Month looks at how the marginal income tax rate has changed over the past century.
We’ve all heard the familiar advice for aging well: Eat healthy foods, stay physically active, and get plenty of sleep. While those habits certainly matter, there may be much more to living well than maintaining good physical health. Read for a preview of what's to come in our September Financial Perspectives: The Magazine.
In this episode, Gretchen Muller and Ryne Oller discuss education planning: where the conversation should start, how 529 plans really work, and why they're far more flexible than most people realize.
In this webinar, Kent and his wife, Kim, share why they chose to work with Foster Group rather than go it alone, what surprised them in their first planning meeting, and how they're thinking about time, family, and generosity in the years ahead.
Recent changes have made 529s more flexible than ever, giving families additional options for unused funds and qualified education expenses. Read Dan's blog for the details.
Our August Chart of the Month takes a closer look at how public college costs compare to household income and what this trend could mean for future education planning.
What Nvidia Teaches Us About the Power of Diversification examines Nvidia's remarkable growth and uses its story to illustrate why investors don't need to identify every winning stock in advance. By staying invested in a broadly diversified portfolio, investors can participate in the success of innovative companies as they grow while reducing the risks that come with relying on any single stock.
Most investors focus on stocks, but the bond market is actually larger, and it can play a critical role in protecting your portfolio when markets get rocky.
