Ask Tim: Paying Off the Mortgage Before Retirement?

If you live in the Northeast, you already understand this truth: winter has a way of turning regular life ...
Feb 25, 2026, 3:41:22 PM
Tim Lux, CFP®, CPFA® Tim Lux, CFP®, CPFA®

Quick Answers: How Much Life Insurance Do You Actually Need?

Life insurance is about protecting the people who would feel the impact of your absence. And while every ...
Feb 18, 2026, 12:39:14 PM
Kingsview Wealth Kingsview Wealth

Ask Tim: My Kid Might Get Paid to Play College Football… and I’m Afraid We’re About to Screw This Up

Every so often, a “money question” shows up wearing a disguise.
Feb 18, 2026, 10:15:49 AM
Tim Lux, CFP®, CPFA® Tim Lux, CFP®, CPFA®

Ask Tim: My Mom Started “RMDs” at 64 and I Think Someone Screwed Up

Retirement planning would be simple if it were just math. But it rarely is. It’s life, family, timing, and ...
Feb 10, 2026, 1:28:31 PM
Tim Lux, CFP®, CPFA® Tim Lux, CFP®, CPFA®

Are Annuities Right for High-Net-Worth Investors? Myths and Realities

Annuities often divide opinion. Some advisors argue they are unnecessary for the wealthy, while others ...
Jan 9, 2026, 3:14:20 PM
Kingsview Wealth Kingsview Wealth

5 Ways Annuities Can Strengthen a Retirement Plan

Retirement planning often revolves around investments, pensions, and Social Security. Annuities, however, ...
Nov 28, 2025, 8:15:00 AM
Kingsview Wealth Kingsview Wealth

Buy-Sell Agreements: Protection for Owners and Families

For businesses with multiple owners, the question is not if an ownership change will happen, but when. ...
Nov 11, 2025, 9:30:00 AM
Kingsview Wealth Kingsview Wealth

The Psychology of Market Cycles: Why Investors Repeat the Same Mistakes

Markets rarely move in neat, predictable lines. Instead, they follow recurring cycles of expansion, peak, ...
Nov 5, 2025, 11:00:00 AM
Kingsview Wealth Kingsview Wealth

Backdoor Roth IRA: Is It Still a Smart Move in 2025?

The Roth IRA has long been regarded as one of the most effective tax-advantaged tools available to American ...
Oct 30, 2025, 10:00:00 AM
Kingsview Wealth Kingsview Wealth

Quick Answers: How Taxes Impact Long-Term Returns

When investors discuss performance, the focus often falls on gross returns — how much a portfolio grew before ...
Oct 27, 2025, 9:00:00 AM
Kingsview Wealth Kingsview Wealth