Featured in the media.
Bruce Maginn featured on WRTV
Bruce Maginn featured on WRTV
Bruce Maginn featured on WRTV
Brad Clark featured on WRTV
Brad Clark featured on WRTV
Brad Clark featured on WRTV
What Borrowers Should Consider Before Tapping Into Their Home Equity This April, Experts Say
Borrowing money can be costly these days.
Are You the New Kind of Investor Everyone's Talking About?
Move over DIYers. DIFM investors are the big new thing on Wall Street.
The Fed Rate Decision: What It Means for Stocks, Bonds, and Gold Prices
The Federal Reserve announced that it is holding short-term interest rates steady at its meeting on March 17-18, 2026.
5 Ways to Build Financial Stability Even If You Have Zero Family Support
Your family may give you a lot in life, like love, acceptance and one formidable holiday cookie recipe.
12 Financial Pros on Where Smart Savers Are Actually Moving Their Money in Early 2026
What should conscious consumers be doing now?
I'm 30 With $1M in My FXAIX Account - I Want to Retire at 67. Is This Strategy OK? How Rich Will I Be at 67?
Most 30-year-olds don’t have $1 million sitting in their retirement accounts, so you’re ahead of the game.
'Is It Silly?' I Have $108K in My 401(k) and I Want to Move It and Retire at the End of the Year. Now What?
You actually may not have to move your 401(k), though you may want to get better investment options.
'I'm Skeptical.' 6 Popular Investment Trends Financial Pros Say You Likely Want to Avoid
From crypto to meme stocks, financial advisers and pros flag these investments as potentially detrimental to wealth preservation.
Are You Missing Out on This 'Triple-Tax-Free' Way to Save for Retirement? Pros Say Many of Us Are
An HSA is more than just a way to pay for current expenses, experts tell us.
Trump's First Year and Your Retirement: 8 Changes to Your 401(k) and Nest Egg
From investment returns to Social Security, Trump’s first year has changed your retirement. Here’s what to expect in 2026.
Don't Sweat Saving $1M. How to Save Less and Still Retire Comfortably.
The thought of saving $1.5 million – what Americans think they need to retire comfortably – is daunting, but what if you could focus on just the first $100,000?
It's Time for a Retirement Checkup: 5 Easy Ways to Stay on Track
No matter your level of wealth, you can benefit from a financial check-up to feel more prepared for retirement and in control of your finances.
How to Make 2026 Your Best Year Yet for Retirement Savings
Make 2026 the year you stop coasting and start supercharging your retirement savings.
Here's the Key to Retiring Together as a Couple Without Fighting About Money
Retirement is a team effort, yet fewer than 3 in 5 couples do this with their partners.
'Everyone Treats Me Like I Have a Contagious Disease.' I Have $500K in Stock, Earn $9.5K a Month and Want a Good Adviser to Meet Me in Person. Help.
More and more advisers are working remotely, but that doesn’t mean you can’t find someone who will meet with you in person.
Average 401(k) Match: Do You Work for a Generous Company?
Here are the average 401(k) match and the top 10 companies by match policy. A generous 401(k) match provides a more secure retirement.
I'm 64, Retired, and Want to Invest $400,000 of My $2.4 Million Portfolio in a Winery Startup. Am I Crazy?
We ask wealth advisors to weigh in.
I Want a Financial Adviser Who Has Taken Their Own Advice, With a Lot of Success. Frankly, Anything Less Seems 'Ridiculous' - Right?
Your question is a fascinating one – and you’ll need to interview a number of advisers to find the right one.
O2C: The Hidden Cost of Pausing 401(k) Contributions
A 2025 Morgan Stanley survey found 39% of employees reduced contributions as a result of current economic conditions.
Helping Your Adult Kids with Money Could 'Wreck' Your Retirement
You love your adult kids. But do you adore them enough to give them financial help that puts your own retirement in jeopardy?
Money-Market ETFs Have Arrived. Should You Buy One?
Not too long ago, investors who wanted to park cash in an exchange-traded fund version of a money-market mutual fund had to settle for ultrashort-dated bond ETFs as a proxy.
Financial Expert: Why 3% Inflation Still Hurts Your Savings
The Federal Reserve board likes to keep inflation around 2%, a number that the economy can absorb steadily without wreaking too much havoc.
'Feeling the Squeeze.' I Make $60K a Year, But Pay $3.5K a Month in Rent. I am Getting $100K From My Divorce and Am Considering Using It to Buy Land to Rent. Is That the Right Move?
I would like to b e a homeowner again to get out of the greedy landlord trap.
Late to Investing? A Simple Catch-Up Plan That Actually Works
The best investing strategy, particularly for retirement, is to get started as early as you can and as consistently as you can.
How The New Fed Rate Cut Will Affect You — Whether You're Buying A House, Retiring Or Just Paying Bills
Our excitement meter ranges from a lackluster 1 to a thrilling 10.
Wages Aren't Keeping Up With Inflation: A Financial Adviser's Tips to Bridge the Gap
While we can’t control inflation, there are some simple things each of us can do to help keep our heads above water.
Fee-Only vs. Commission-Based Financial Advisors
Your advisor’s fee structure can have a major impact on the advice you receive.
6 Hidden Risks of Buying the Dip During Stock Market Drops
When the market takes a dip, many people rush to snatch up stocks that may be temporarily undervalued or simply lower priced.
5 Reasons You Should Assume You'll Live to 100 When Planning for Retirement
When you plan your retirement, you’d probably rather think about which vacations to budget for than how long you’ll live.
7 Signs You're Not Ready to Retire
Don’t let premature retirement derail your well-laid plans.
Credit Cards to HELOCs: Smart Strategy or Just Delay?
In today’s high-cost environment, consumer are increasingly turning to credit cards to get by.
How the National Debt Affects Your Investments
Rising federal budget deficits and national debt could eat into investors’ returns.
What is Regulation Best Interest (Reg BI)?
Regulation Best Interest, or Reg BI, is a series of rules from the Securities and Exchange Commission (SEC) that govern how broker-dealers and financial advisors must treat their customers.
Retiring Early? Prepare for Higher Healthcare Premiums.
If you are retiring early and expect to buy health insurance on the Affordable Care Act marketplace, brace yourself for higher premiums.
3 Key Factors Financial Advisors Use to Build Your Plan
Risk tolerance, time horizon, and goals are the foundational pieces of financial plans.
What It Takes to Be Wealthy in America: $3.2 Million, Charles Schwab Says
Americans now believe it takes an average of $2.3 million to be considered wealthy.
Medical Costs in Retirement: Do You Know What to Expect?
Plan for health care costs now so unexpected expenses don’t derail your retirement.
3 Reasons to Pursue Credit Card Debt Forgiveness This June, According to Experts
Inflation may have cooled slightly over the last few months, but consumers still aren’t getting a break on their credit cards.
How to Turn Your Home Into Retirement Income Without Selling It
If you’ve been a homeowner for a while and built up considerable equity in your home, you can use this equity to generate needed retirement income without having to sell your home.
Smart Credit Card Moves to Make in a Recession
Reassessing your wallet can help you remain resilient when times get tough.
HELOCs vs. Home Equity Loans: Which Borrowing Option is More Affordable Now?
For most consumers, borrowing money right now is expensive.
What's Next for Home Equity Loan Rates? Here's What Experts Say
Home equity loan interest rates are down a bit compared to a year ago, largely thanks to the Federal Reserve’s late-2025 rate cuts.
No. 1 Investment Goal for Every Decade of Your Life
Investment goals rarely remain stagnant.
What Trump's Tariffs Mean for Mortgage Rates
Last Week, after President Donald Trump’s introduction of his “Liberation Day” tariffs, the global and U.S. stock markets took a major hit, as Wall Street slumped and the U.S. dollar dipped.
Is Your 401(k) Affected By Trump's Tariffs? Here's What to Know and What You Should Do
The U.S. and global stock markets have been hit hard since President Donald Trump announced his latest tariffs on April 2.
Should You Buy Stocks in an Economic Downturn? Expert Explain
An economic downturn or recession begins when the economy experiences a significant decline in typical activity, such as employment, production, income and a few other signs, according to the National Bureau of Economic Research. These factors must persist beyond just a few months.
Nearly One-Third of American Adults Now Trust Social Media for Financial Advice: Why That's a Terrible Idea
Nearly one-third of American adults (30 percent) who looked for financial advice in 2023 turned to social media, according to Bankrate’s Financial Security Survey.
Avoid Lifestyle Creep — How to Keep Spending Under Control as You Earn More Money
Lifestyle creep is typically defined as the practice of spending more money as one earns more money. Did you get a raise?
5 Ways Your Financial Advisor’s Advice Could Change Under Trump’s Deregulations
Under President Donald Trump, financial deregulation could reshape what financial advisors disclose to clients and what products they offer…
