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Few financial instruments are as complex as life insurance, but it doesn’t have to be a mystery as to how it works.  For most people, life insurance is the single most important part of their financial life as it may provide the only source of capital that will be needed to sustain a family’s financial security when one of the breadwinners dies.  It represents a substantia

Most people are aware that they can begin collecting their Social Security retirement payout at age 62, and, in doing so, they are informed that they will be collecting a reduced benefit. And most people also know that, the longer they wait to collect benefits, they will receive a higher monthly benefit.

For anyone approaching retirement you’ve probably got a checklist for your countdown to the big day.

Do I have enough saved for a long, financially secure retirement? Check.

Did I file the right paperwork at the office? Check.

Is my professional exit strategy in place and ready? Check.

Lessons from the Matrix Book, 2018: Doing Better with Global Diversification.  The Matrix Book is a unique a tool for seeing decades of returns and telling stories about investing.

At Dimensional, we believe that the right financial advisor plays a vital role in keeping investors focused on what really matters.  Click here to see the video.

Dave Goetsch, Executive Producer of  The Big Bang Theory, reflects on his investment experience in the recent market downturn and contrasts his new perspective with memories of the 2008-2009 financial crisis.  You can read the article by

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If given the choice, most people would choose financial freedom over financial servitude. Who doesn’t want to be financially independent where their money is working for them as opposed to them working for money?

What to do when Your Adult Child Comes Looking for a Loan

It’s an unfortunate sign of the times as an increasing number of adult children, caught in the convergence of a sluggish economy, a slow job market, and tight lending, are turning to the Bank of Mom and Dad for financial help.

In our discussions with clients, the term “wealth” has always been tossed about somewhat loosely. We talk about building wealth, wealth management, wealth enhancement, and wealth preservation and wealth in general as if it were universally understood.