Wealth Redefined®

It's okay to get excited about the thought of buying a house. It's definitely an emotional experience. But base it on a solid financial foundation and make sure you're ready before making the largest purchase of your...

Don't let lack of access to a 401(k) keep you from saving and investing for retirement. You've got plenty of options to fill the gap.

There's a guidelines that says you don't need life insurance until someone depends on you financially. That sounds obvious. But there's a real case for buying a policy before anyone relies on your income, and a lot of...

Planning for a large tax refund can make sense in a lot of cases. Just because it's not financially optimal doesn't make it wrong.

Not everyone starts a business planning to sell it. Some of you have no interest in an exit at all, and that's fine. But stick with me, because the work that makes a business sellable is the same work that makes it...

Many people assume that managing money well requires complexity. More accounts, more spreadsheets, more strategies, more monitoring. The opposite is usually true.

Understanding where the 20% number comes from, and what your actual options are, can help you make a decision based on your finances instead of someone else's rule of thumb.

Financial avoidance is very common, but if you learn to recognize it and manage it, you can get better at overcoming these tendencies.

Identity theft and financial fraud are not abstract problems that happen to other people. They happen to people who are careful, educated, and financially stable. The good news is that most identity theft and fraud can...

You did everything right. You gathered your tax documents, filed your return on time, and finally felt that satisfying sense of closure. Then, sometime in May or June, an envelope shows up with yet another tax form...

With all the hype around IPOs, it's easy to see why people tend to get excited about getting in on the action. But what does the historical performance data show? And how can everyday investors participate?

There are two documents that belong in almost everyone's hands, and most people don't have them.

The question I keep hearing from parents right now is some version of this: "Is it even worth funding a 529 plan anymore?"

Pausing your investments during a market downturn is one of the most common and costly mistakes everyday investors make. In reality, this behavior can rob you of the opportunity for growth.

If you would like to stop working with your current financial advisor, here is what you need to know.