Author archives: Melissa Brock

Think a target date retirement fund (lifecycle fund) offers the best way to zero in on the right retirement savings strategy? Maybe not. Let’s find ou…

Did you start saving for retirement, then stop? Maybe the pandemic made you hit the pause button. Maybe you had to buy a new car. Or refrigerator. Wha…

Think you might want to tap into a guaranteed income strategy through longevity annuities? Let’s go over why people choose them if they’re worried abo…

Did you neglect taking career assessments during high school or college? You may be sacrificing major retirement savings if you’re not in the right ca…

Did you just become a gig worker? Having trouble getting going on saving for retirement. Me, too. Let’s walk through this issue together.

GenXers, do you have the recommended amount saved for retirement? You might be just shy of that goal, so let’s do a quick check. Also, learn more abou…

Did you think ESG, SRI and impact investing all meant the same thing? Sorry to burst your bubble. Here’s what each means and how you could short your…

Ready to head out on summer vacation? Put the car in park and stop packing your suitcase for just a second and do an important tax checkup first.

Are you a proud ESG investor? You should be proud — way to stick by your principles! However, you could make some serious mistakes when you invest sol…

Ready to know the No. 1 way to lose money in the stock market? Read on to know exactly how you’re losing money right now.