Aligning your dreams & retirement

media
Proud to be featured in:
5d8112eb2e22af4fb52207ab
logo-usnews-600x600white.png
wtop-news-logo-horizontal
1200px-Business_Insider_Logo.svg
yahoo_news_en-US_h_p_newsv2
USA-Today-logo
msn-money
forbes
eastern-florida-state-college-aarp-logo-png-3
gobankingrates logo white
CBS_News_logo
barrons logo white
kip - Copy
cnet-logo-black-and-white
IBD_Logo (2)
200615112101-cnn-underscored-logo
bankrate-logo-white

stay up to date

media features & placements

Click on the titles or buttons below to be re-directed, and to read more.

Articles

MarketWatch: 'I am so disappointed.' How do i find a financial adviser who will take big chances - and make money doing it? "I am so disappointed in my financial planner. How do I find someone who takes chances and makes money? What questions should I be asking to find someone like this? Where should I be looking?"

This article was also published on MSN Money

Read Here
Kiplinger's Personal Finance: Trump Backed a 10% Cap on Credit Card Interest Rates: What That Could Mean For Americans' Debt Problems Credit Card interest rates are at high levels right now, but would capping rates at 10% for a year really help those struggling with debt?
USA Today: Gold, Silver or Crypto: Which Performs Better in a Recession? Gold has a long history of holding its value during economic downturns, unlike silver, which is more volatile due to its industrial uses.
MoneyLion: I Asked ChatGPT to Build Me a Recession-Proof Budget for 2026 - Here's What a Financial Advisor Changed You don't need to a be a financial wizard to know that times feel tight.
New York Post: Gold vs. CDs vs. Stocks - When Gold Helps (And When It Doesn't) Diversification does a lot of work in your portfolio and is still one of the investment basics news savers learn.
U.S. News & World Report: 5 Best Gold ETFs to Buy for 2026 After a dip following record highs, the previous metal is headed north again.
CBS MoneyWatch: These Are the Biggest Risks of Gold Investing Right Now, According to Experts Gold prices have been up and down lately, but while they've dropped from their over $5,000-per ounce highs of late last year, they're still well above historical levels.
CBS MoneyWatch: Here's What $25,000 in Gold Could Look Like By the End of 2026, Expert Say It's no secret that the price of gold has been volatile over the last year or so.

This article was also published on MSN Money

Read Here
USA Today: Cheapest Way to Buy Silver - USA Today's Guide for Beginners Silver is where many precious metals investors begin.

This article was also published on MSN Money

Read Here
U.S. News & World Report: 7 Best Small-Cap ETFs to Buy for Growth These seven small-cap ETFs stand out for their long-term growth potential in the current market.
CBS MoneyWatch: Is Silver Investing Too Risky in Retirement? Here's What Experts Say. Silver saw a pretty big run-up in 2025, and that price trajectory continued into 2026, with the price of silver ever surpassing prior records and climbing past the $100-per-ounce mark.

This article was also published on MSN Money

Read Here
USA Today: Roth IRA Conversions Gain Traction as Gen X Ages. Should you Convert? Roth conversions to secure tax-free withdrawals during retirement are gaining popularity as Gen X gets closer to retirement, but financial advisers warn that the decision to convert should be carefully considered.

This article was also published on Yahoo! Finance

Read Here

This article was also published on AOL.com

Read Here
GOBankingRates.com: Annuities, Bonds, and CDs: How they compare as retirement income streams Retirement means making a lot of choices. Sometimes, those choices are pure fun, like the first places you'll visit on your "bucket list" vacation tour. Often, though, your choices are more consequential - like how you'll establish a stable income in retirement.

This article was also published on Nasdaq

Read Here

This article was also published on Yahoo! Finance

Read Here

This article was also published on AOL.com

Read Here
MarketWatch: Are we 'too conservative'? My wife and I are 80 with $1.2M in one stock market fund. We've been generating 5-6% annually, but feel we're missing out.
MarketWatch: I'm 72 and retired with no kids. My Social Security covers my expenses, but I'm renting. Should I buy even though when I die, I don't have anyone who will inherit the home?

This article was also published on Nasdaq

Read Here
Bankrate: The Fed may not Lower Rates in 2025 - Is now a good time to buy stocks? The U.S. economy just recorded inflation of 3 percent in January, continuing a rise that began in September, when inflation bottomed at 2.4 percent.
CBS News: What's the home equity loan interest rate forecast for december 2024? Borrowing against home equity has long been an affordable option for property owners.

This article was also published on MSN Money

Read Here
CNET: Make These 10 Money Moves Before the Year Ends Want to do better financially in the new year? Do these things now.
GOBankingRates.com: I'm a Financial Expert: What You Need To Know About Sustainable Investing and Its Benefits When it comes to expressing your values, there are some common ways of putting your money where your heart is.

This article was also published on MSN Money

Read Here

This article was also published on Yahoo! Finance

Read Here
Investor's Business Daily: Is Now The Time To Refinance Your High-Rate Mortgage? There's relief in sight for homeowners who locked in the most expensive mortgage rates in more than 20 years when borrowing costs were at or near their peak last fall.
CBS News: 3 cD Account Terms To Consider Right Now It's hard to argue against the utility of a certificate of deposit (CD) right now. In today's high interest rate environment, these accounts are a compelling way to earn a meaningful return on your savings.
Kiplinger: How To Find the Best European Stocks To Buy European stocks are cheaper than their U.S. counterparts and there are plenty of high-quality companies to choose from. Here's how to find them.

This article was also published on MSN Money

Read Here
U.S. News & World Report: 5 Best Bond Funds for retirement Bonds make up the foundation of most successful retirement portfolios.

This article was also published on MSN Money

Read Here
CNN Underscored: What is a fund of funds? Diversification helps investors spread out their portfolio risk, but building a diversified portfolio with individual holdings can be time-consuming and difficult.
U.S. News & World Report: Best Places to invest in real estate in 2024 Rising interest rates can be a deterrent for investors looking to start or expand their real estate portfolios as the cost of financing rises, but there may be a silver lining.

This article was also published on MSN Money

Read Here
CBS News: Should You Invest In Gold ETFs? Investing in gold ETFs could help you improve your portfolio's risk-adjusted returns.

This article was also published on MSN Money

Read Here
Barron's: Relax Fund Portfolio Manager, AI Isn't Taking Your Job - Yet Artificial intelligence is this year's hot investing theme, and technology and semiconductor funds are up sharply.

This article was also published on MarketWatch

Read Here
CBS News: Should You Invest In Gold Instead Of Stocks? When it comes to maximizing your investments, focusing on one asset over the other is the wrong approach.
USA Today: Are Financial Advisors Worth It? Financial advisors can charge fees or earn commissions and sometimes do both.
U.S. News & World Report: 5 Best No-Load Mutual Funds Consider these diversified no-load fund picks for your retirement or taxable investment accounts.
AARP:How to Take Portfolio Withdrawals in a Market Downturn Give stocks a chance to rebound; tap cash, bonds first
U.S. News & World Report: 8 best New ETFs to Buy Examine the investment objective of a new ETF before adding it to a portfolio.

This article was also published on Yahoo News

Read Here

This article was also published on Wtop News

Read Here
Insider: What's the difference between ETFs and index funds? ETFs can be bought and sold throughout the day, while index funds can only be traded at the price point set at the end of the trading day.

This article was also published on Markets Insider

Read Here

This article was also published on USA Today News

Read Here

This article was also published on USA Online Journal

Read Here
U.S. News & World Report: The Pros and Cons of Retiring at Age 50 Consider your lifestyle changes and budget before retiring early.
Insider: What is a hedge fund and how does it work? Despite being called “hedge” funds, these investment vehicles are quite risky.
stock market fluctuation

concerned about the future - chris berkel

Retirees are concerned about the future and you know what... it doesn't have to be that way.
Our Two Cents: 2025 Financial Resolutions
In addition to getting fit or picking up a new hobby, many Americans are setting their sites on a brighter financial future in 2025.

Feeling freedom in retirement can be challenging

Feeling freedom in retirement can be challenging... it doesn't have to be that way. Attend an event to find out how!

attend an event

Terms and Conditions - Privacy Policy