Stephen Wagstaff

A home is the single largest financial commitment for most people. What mortgage fits you best?

Choosing a Mortgage Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

What’s Your Investment IQ? You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Types of Stock Market Analysis Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

You face sequence of returns risk. Know what it is?

The Investment Risk No One’s Ever Heard Of You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Learn more about whether you need to pay estimated taxes.

You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

The savings rate is the government’s estimate of how much U.S. households are saving.

U.S. Personal Savings Rate What can be learned from the savings rate?

Three steps may make a difference if you find yourself suddenly single.

Suddenly Single: 3 Steps to Take Now Have you found yourself suddenly single? Here are 3 steps to take right now.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

Medicare At 65+ 65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

When was the last time you updated your will?

Will Power Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

The Long Run: Women and Retirement For women, retirement strategy is a long race. It’s helpful to know the route.