Mike Heckman MS, CFP®, CEPA®’s Post

The rise in equities this year made stocks look more expensive, which has been a consistent concern for investors.

One of the challenges facing financial planning is that, however helpful, it has an unavoidably boring vibe. It's a challenge that even financial planners face.

It’s an unfortunate reality that most people don’t have enough saved for retirement, especially those in the Gen X cohort.

A robust study shows that most people think that society is declining morally—steadily becoming ruder, greedier and less kind. Yet results of the study conclude that people are just as good as they’ve ever been. So why do some people continue to believe that society is worse than it is?

New IRS rules clarify the distribution requirements for inherited accounts. A few strategies can help you save on taxes.

Public debt stands at 98% of GDP. three charts to help make sense of what the runaway borrowing means in practice.

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While the summer doldrums will almost certainly impact the stock market, rebalancing is the likeliest solution to your worries of a slowdown.

A recession isn’t an on-off switch. It’s a process, and there’s still time for the Fed to short-circuit that process.

investors must assess the reaction and the aftermath and decide whether this was an isolated selloff or the start of a broader downturn.