Your Will Doesn't Control That Account: How Beneficiary Designations Override Your Estate Plan

Financial Planning

Aug 254 min read

529 Plan or Roth IRA? Choosing (and Combining) the Right Education Savings Tool

Financial Planning

Aug 186 min read

Your Fall Financial Checklist: What to Handle Before Q4 Runs Out

Financial Planning

Aug 113 min read

Social Security Claiming Strategies: When to Start Taking Benefits

Retirement

Aug 43 min read

Choosing a Financial Advisor in Carmel, Indiana: What Local Investors Should Know

Financial Planning

Jul 283 min read

Fee-Only vs. Fee-Based Financial Advisor: What's the Difference and Why It Matters

Financial Planning

Jul 212 min read

You Got a Concentrated Stock Position — Now What?

Financial Advisor

Jul 143 min read

How to Verify Your Financial Advisor Is Actually a Fiduciary

Financial Advisor

Jul 73 min read

What Happens to an Inherited IRA Under SECURE 2.0? A 2026 Guide for Beneficiaries

Newsletters

Jun 257 min read

Why We Shouldn’t Fear AI — We Should Learn How to Use It Well

AI

May 206 min read

How Government Debt Can Affect Your Personal Finances

Personal Finance

May 199 min read

Are You Missing Your 2026 Retirement Catch-Up Window?

Retirement

May 156 min read

What Market Volatility in 2026 Means for Retirement Income Planning

Financial Planning

Apr 219 min read

What Should You Do With Your Tax Refund in 2026?

Personal Finance

Apr 164 min read

Why Gas Crossed $4 a Gallon and What It Means for Your Financial Plan

Economy

Apr 76 min read

How the Iran War Could Impact Your Personal Finances

Personal Finance

Mar 189 min read

Building an Emergency Fund: A Step-by-Step Guide for Busy Indiana Families

Personal Finance

Feb 236 min read

Why Gold Just Surged Above $5,000 for the First Time

Changing Markets

Jan 2610 min read

When One Investment Becomes a Big Part of Your Net Worth

Personal Finance

Jan 203 min read

Happy Holidays from Halter Ferguson Financial

Personal Finance

Dec 22, 20252 min read