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Money Wisdom Question Series

What Habits Should I Unlearn Before I Retire?

Today’s insightful question explores the behavioral finance side of retirement planning – specifically, which financial habits you should leave in…

How Can You Understand and Improve Your Credit Score?

In retirement, your credit score is still relevant in achieving and maintaining financial independence. The question is, how can you best understa…

Should I Consolidate My Multiple 401(k) Accounts?

If you’ve contributed to multiple 401(k) or other employer sponsored plans over the years, you may be wondering about today’s question, is it time…

When Should I Consider Borrowing Against My Assets?

Welcome back to the Money Wisdom Question Series. Today’s question is, when would it be beneficial to borrow against my assets? While there are wa…

How Do I Avoid Tax Bracket Creep?

Today’s question is central for anyone who wants to avoid an unpleasant surprise come tax season: what can I do to prevent tax bracket creep? Jake…

What Are My Options for Long-Term Care Coverage?

Today’s question is particularly fitting for Long-Term Care Awareness Month: what are my options for long-term care coverage? Heath Grossman, CFP®…

My Financial Advisor Retired – Now What?

So much in life can take us by surprise, including today’s question: “my advisor has retired—what should I do now?” You might be asking yourself w…

Podcast Episode 387: Should Target Date Funds Be in Your Portfolio?

Investors will often use target date funds in a retirement account because they’re easy to use and align with the goal of retiring at a certain ti…

How Do I Break Up with My Financial Advisor?

Today’s question is an interesting one, how do I break up with my financial advisor? Nicholas J. Colantuono, CFP® joins the Money Wisdom Question …

When Should I Meet With a Financial Advisor?

In today’s complex financial landscape, understanding when to meet with a financial advisor is crucial for achieving your long-term goals. We ofte…

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