Author: Jarrett B. Topel

The Role of Bonds in a Growth Portfolio

One of the biggest investing misconceptions I see today is the idea that every part of a portfolio should always...

The ABCs of RMDs

Required Minimum Distributions, or RMDs, are one of those areas of financial planning that seem simple on the surface but...

Retiring Overseas? Key Considerations and the Top 5 Locations for Ease and Popularity

Retiring abroad can be a lifestyle upgrade—lower day-to-day costs in the right market, better weather, new community, and a slower...

When Should You Take Social Security

As retirement approaches, one of the most important decisions you will face is when to start Social Security. At first...

2026 Retirement Contribution Limits and the New Roth Catch-Up Requirement

Every year the IRS adjusts contribution limits for retirement plans, and the 2026 updates are now official. In general, this...

Understanding Your Financial Personality

Money is not just about math. It is also very much about behavior. The way you think, feel, and act...

Don’t Build Your Financial House Without a Blueprint

Imagine deciding to build a house without a blueprint. You purchase lumber, choose tiles that catch your eye, and find...

How to Start Financial Adulting

A common question I hear from young adults when talking about their finances is: “Where do I even start?” And...

Stocks as a Hedge Against Inflation

Wherever you turn these days—TV, podcasts, coffee shops—it seems that everyone’s talking about inflation. Is it going up? Is it...