The key is balance – reducing tax, growing your money, and keeping enough liquidity for unexpected expenses. Here's how to ...

If you have $2.5 million saved for retirement, you’re among a select group of Americans. Only 1.8% of households have $2 ...

Despite volatility in 2025, investors can profit by thinking in the long term. Investing is a marathon, not a sprint. And ...

The pension plans had various weights in other private equity strategies. The 10 pension plans had private equity assets ...

The ”bucketing strategy” can help protect your retirement portfolio during a stock market downturn, experts say. Here’s what ...

Answer: For years, financial advisors have urged retirement savers to include international stocks in their allocations. The ...

It can be easy to advise everyone to build up more savings before you retire. Learn the #1 regret retirees have about ...

Dividend reinvestment is a form of dollar cost averaging, the practice of buying a similar number of shares regardless of the price per share. Research has demonstrated this practice can decrease ...

If you are saving in cash for something you aren't going to buy or start spending on in the next five years, you should ...

Even the sale of equipment from a business can produce a good chunk of change, though where that comes in the pecking order ...

Many investors dismiss retirement annuities due to high fees and modest returns, often comparing them unfairly to the S&P 500. However, this overlooks a key advantage – tax benefits. RA contributions ...

Michael Waxberg has spent over two and half decades building a nationally recognized investment and financial planning ...