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June 9, 2020
Is COVID-19 Creating An Education Planning Crisis?

By Tim Maurer

Few things in our lives have been so dramatically altered throughout the COVID-19 crisis as school and education. From online coursework to cancelled proms to a March devoid of Madness but full o... Read more

Financial Planning / Volatility

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May 6, 2020
The Key To Saving More For Retirement: Using Your Imagination

By Tim Maurer

The coronavirus is dominating our attention so pervasively in the present moment that the notion of retirement seems even more distant for savers. That’s understandable—natural, even. But it’s pr... Read more

Retirement

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April 3, 2020
The Market Volatility Survival Tool: True Grit

By Tim Maurer

Is recent stock market volatility bugging you? Do you wince with every headline announcing the expansion of quarantines, knowing the market will likely panic? Do you sneak a peak at your portfoli... Read more

Volatility

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November 7, 2019
How to Craft a More Fulfilling Vacation

By Tim Maurer

With the back-to-school chaos behind us, the year’s end and the recurring planning topics that correspond with those boxes on the calendar—tax and retirement planning, and especially charitable g... Read more

Financial Planning

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May 15, 2019
Tim Maurer’s Top 10 Personal Finance Books

By Tim Maurer

Tim Maurer was assigned a task: put together a list of his five favorite books from the world of personal finance. He came up with 10. In this video, Maurer, director of advisor development for t... Read more

Financial Planning / Investing

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February 15, 2019
What Does It Mean To Have Enough? It’s Up To You.

By Tim Maurer

How much is enough? It’s a broad question, yet it’s easy to find specific guidance on the amount of money you need to achieve a fulfilling retirement. Tim Maurer says instead of chasing an arbitr... Read more

Retirement

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