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• Category: Financial Planning
  • Year-End Personal Finance Checklist
  • Scared of Financial Advice?
  • Become a Financial Black Belt
  • On the Money: Rethinking Retirement Planning
  • On the Money: Retirement Plan Essentials
  • The Ten Key Components of a Retirement Plan
  • On the Money: Inverted Yield Curves and Retirement Planning Ages
  • Important Retirement Planning Ages
  • On the Money: Long-Term Care Insurance
  • Should I Purchase Long-Term Care Insurance?
  • On the Money: David Ruedi, CFP®, RICP® Hosts
  • Student Loans vs. Retirement Saving
  • On the Money: Threats to Your Retirement
  • The 9 Biggest Threats to Your Retirement
  • Concentrated Stock With Large Gains
  • The Rise of Dividends
  • On the Money: The FIRE Movement and Avoiding Lost Investment Accounts
  • Lost Investment Accounts
  • On the Money: How to Use your 401(k)
  • On the Money: How Your Kids Can Ruin Your Retirement
  • Using Your 401(k) to Maximize Retirement Wealth
  • On the Money: Questions to Answer Before Retirement
  • Congratulations Ryan Repko, CFP®!
  • Love and Financial Planning
  • Financial Acts of Love
  • On the Money: Financial New Year’s Resolutions
  • The Top Three Financial Resolutions
  • The Psychology of Social Security Claiming
  • Why People Switch Financial Advisors
  • On The Money: Your First Meeting with a Financial Planner
  • 8 Reasons People Seek Advice
  • On The Money: Don’t Trust the 4% Rule
  • Your First Meeting With a Financial Planner
  • 7 Retirement Planning Moves to Make in Your 50s
  • You Can’t Rely on the 4% Rule
  • On The Money: Financial Planning for New Parents; Caller Questions on Retirement Accounts and Social Security
  • Congratulations Daniel Ruedi, CFP®!
  • The Retirement Mountain
  • On the Money: What is Wealth Management?
  • What is Wealth Management?
  • On the Money: Long-Term Stock Returns and Market Volatility
  • What is a Roth IRA?
  • What Does a Financial Planner Do?
  • On The Money: Buffett’s Shareholder Letter
  • On The Money: Interview with Realtor Creg McDonald
  • Meet With Your Financial Advisor During These 6 Life Events
  • On The Money: Financial New Year’s Resolutions
  • Bitcoin Bonanza!
  • In Case of Emergency
  • Ruedi’s Hierarchy of Financial Needs
• Category: General
  • Medicare: What You Don’t Know Can Hurt You
  • Don’t Wait Until Retirement
  • On the Money: Protecting Yourself from Scammers
  • Retirees: Beware of Online Scams
  • On the Money: Illinois Economy, Concentrated Stock Positions, Secure Act
  • On the Money: Retirement Planning
  • Dear Client: Recent Portfolio Performance
  • On the Money: Investing During Market Turmoil
  • 6 Questions to Answer Before Retirement
  • On the Money: The Psychology of Social Security
  • On the Money: Why People Switch Financial Advisors
  • On The Money: Why People Seek Expert Advice
  • On The Money: Financial Advisor Minimum Accounts
  • On The Money: 6 Questions to Ask a Financial Advisor
  • Ruedi Wealth Opens Office in Plano, Texas!
  • On the Money: Retirement Mountain and Smart Beta
  • On The Money: Long-Term Care and DIY Investing
  • On the Money: Is Now a Good Time to Invest?
  • Lump Sum vs. Annuity
  • The 1,000% Club
  • On the Money: Retirement Tips for Millennials and Roth IRAs
  • On the Money: Our First Facebook Live Video
  • The RICP® Designation
  • On the Money: Tariffs, Reducing Investor Anxiety, the Folly of Active Management
  • Advisor Spotlight: Daniel Ruedi, RICP®
  • Advisor Spotlight: Paul R. Ruedi CFP®
  • Advisor Spotlight: David Ruedi CFP®
  • When Life Throws You Curve Balls
  • Meet Our New Team Member, Ryan Repko, MBA
  • Happy New Year! Time for a Lifeboat Drill
  • 2016: A Year in Review
  • Congratulations David and Amber!
  • Watch Those Blind Spots!
  • Our New Family Member
  • The Rise of The Spending Class
  • Dimensional On: The Importance of Advice
  • The China “Problem”
  • Are you Smarter than the Donald?
  • What’s all this “Yellen” Over Interest Rates?
  • The Future of Money Management
  • The Best Time To Invest
  • Hans Rosling’s 200 Countries, 200 Years, 4 Minutes
• Category: Insurance
  • The Truth About Long-Term Care
• Category: Investing
  • The Past 20 Years
  • Should I Invest in Marijuana Stocks?
  • Is a Financial Advisor Worth a 1% Fee?
  • The Parable of the Talents: Investment Wisdom that Spans Millennia
  • The Folly of Market Timing
  • What to Expect When You’re Investing
  • Chasing Investment Performance
  • Should You Manage Your Own Investments?
  • On the Money: Features of 401(k) Plans
  • Is Now a Good Time to Invest?
  • Ship of Fools
  • You Don’t Need a Financial Advisor If…
  • A Little Too Quiet
  • Am I the Only One That Knows?
  • Market Valuation is Irrelevant!
  • Immediate Annuities and the Pursuit of Safety
  • The “Oracle of Illinois”
  • Investment Terms in Plain English
  • Presidential Elections and Stock Market Returns
  • Video: Implications of Investor Behavior
  • The Cost of Bad Behavior
  • Global Diversification: A Recent History
  • Video: Nick Murray on Financial Healing
  • Still Bullish After All These Years
  • Common Questions Financial Planners Get Asked – Part 2
  • Common Questions For A Financial Planner – Part 1
  • The Infamous “Brexit”
  • Video: The US Mutual Fund Landscape
  • A World of Opportunity with Portfolio Diversification
  • Why We Don’t Chase Manager Performance
  • Dimensional: A Foundation Built on Great Ideas
  • Are Humans Wired to be Bad with Money?
  • What Makes Investors Successful?
  • DOs and DONTs of Market Crashes
  • The Early Financial Decisions Really Count
• Category: Retirement
  • The Richest Person in the Graveyard
  • Retirement Fears
  • Your Retirement Masterpiece
  • Do You Have Your Retirement MBA?
  • On The Money: Investor Behavior and Preparing for Retirement Success
  • 9 Ways to Prepare for Your Dream Retirement
  • Preparing for the Later Years of Retirement
  • How Much Do I Need to Save for Retirement?
  • How Will You Spend Your Retirement?
  • The 3 Social Security Claiming Strategies for Couples
  • The Challenges of Retiring Early
  • Video: How Much Income Do You Need in Retirement?
• Category: Tax
  • Using 529 Plans to Save for College
  • Social Security Strategies and the “Tax Torpedo”
  • To Roth, or not to Roth?