Financial Planning
Understand where you are today and create a roadmap to get you where you want to be.
Can You Really Live on a Cruise?
Making a home aboard an ocean liner may sound like a dream for some retirees, but what are the pros and cons of living a life on the seas?
The Risks of P2P Payment Apps
What are the risks of peer-to-peer payment apps? Here's what you should know to avoid potential pitfalls and scams.
What is a Roth IRA for Kids and How Does It Work?
Using some after-school and summer earnings to save for retirement could lighten the burden for teen investors later in life.
Financial Considerations of Moving Abroad
More and more Americans are establishing second homes abroad. Here's how to prepare your finances before making the move.
What Should Your Advisor Know About You?
How much should you share with your financial advisor? Learn why trust, open communication, and the right information matter when working with professional help.
Can You Be Proactive in Times of Market Volatility?
Market swings can shake any investor's confidence. Learn ways you can stay grounded, trust your financial plan, and take smart, long-term steps in uncertain times.
Which Milestone Ages Factor Into Retirement Planning?
Retirement planning is tied to a series of milestone ages. Mark Riepe outlines which birthdays can shape decisions about your financial future.
6 Ways to Take Advantage of a Bad Market
Certain moves could make more sense during a bad market than during a good one. Here are six.
How Can You Set the Right Financial Goals?
Mark Riepe is joined by guest Cindy Scott to discuss ways you can align your vision for the future with your values and plan a path to long-term financial success.
What Year-End Tax Strategies Should You Consider for 2024?
Mark Riepe highlights key updates to tax policy in 2024 and offers helpful year-end tax-planning moves.