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Don’t bother selling your investments to pay off the mortgage

Selling high returns for low-rate debt doesn't add up

Don’t bother selling your investments to pay off the mortgage

Can I diversify with a few stocks or do I need a mutual fund?

Low-fee investing is smart, but be sure to spread your risk around

Can I diversify with a few stocks or do I need a mutual fund?

Financial Planning

This is why your separation agreement could be challenged

Wiggle-room means your ex-spouse may try to get more of your money

This is why your separation agreement could be challenged

how much is a couch

How much to pay for a couch

Find the sweet spot between trendy, durable and affordable.

How much to pay for a couch

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costco receipt

How one family spent $573 at Costco

Tips on avoiding the temptation to splurge on unplanned purchases, and how to save 60% to 90% on necessities.

How one family spent $573 at Costco

How Carol can calculate her advisor’s value

Compare the costs between an advisor, a robo advisor and DIY

How Carol can calculate her advisor’s value

What portfolio managers do with your money

The secret to success as a portfolio manager

What portfolio managers do with your money

How a young couple can kill $142,000 in debt and start investing

After a work injury strikes, are they on track?

How a young couple can kill $142,000 in debt and start investing

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The smart way to invest for your kids’ inheritance

How to bypass the tax man when you pass on your money

The smart way to invest for your kids’ inheritance

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