Financial Planning
Understand where you are today and create a roadmap to get you where you want to be.
How Do You Plan for the Succession of a Business?
Austin Jarvis joins Mark Riepe to discuss succession planning for business owners and the unique challenges faced when keeping a business in the family or selling to a third party.
Tax-Saving Moves You Can Make Before Year-End
From maximizing tax-advantaged savings accounts to donating to charity, here are strategic tax moves to consider before year-end.
401(k) Hardship Withdrawals vs. Loans
Should the worst come to pass, could you consider tapping the savings in your 401(k)? Here's what to know about hardship withdrawals and 401(k) loans.
What Is an HSA?
Being young and healthy is no reason to not sign up for a health savings account (HSA) if your company offers it. In fact, it's one of the main reasons why you should.
Should You Save for Retirement or Pay Off Student Loans?
Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.
Buying a House? What to Know About Down Payments
Housing prices may be stubbornly high, but the financial guidelines for putting together a down payment still apply.
Help Mom and Dad Stay Safe Against Fraud
Frauds and scams can happen at any time. It's important to know the red flags and to talk to the elders in your life about how to help protect their assets.
How Can You Plan for a New Pet?
Mark Riepe and Susan Hirshman discuss how to prepare for the responsibilities, costs, and emotional attachment that come with bringing home a pet.
Saving for College: Coverdell ESAs
Coverdell Education Savings Accounts (ESA) can provide more flexible investing options compared to 529 college savings plans.
How to Manage a Windfall
Three tips for incorporating a large influx of assets into your financial plan.