Filing taxes is a time-consuming (and sometimes confusing) process. But understanding the basics can help make it more manageable. Income, Deductions and Credits. Learn more. (article)

If you’re over 50, there’s a way to help bridge that gap: catch-up contributions. This IRS-approved provision allows older workers to contribute beyond the standard 401(k) limits. (article)

Social Security has been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Find out. (article)

This edition Well Balanced has a thought-provoking riddle, and a key tax season reminder. Plus, we’re sharing the helpful prioritization framework: MoSCoW, cyber-security tips, and the latest from Vector posts and podcasts.

On any given day, the odds of the S&P 500 ending in the green are around 53 percent. Nearly the same odds as the flip of a coin. On the surface, participating in a daily venture where half the time you lose may seem counterintuitive. And yet.

When it comes to managing your investments, one size doesn’t fit all. Some people prefer to hand over the reins to a professional, while others like to stay in control of every decision. These two approaches—discretionary and non-discretionary investment management—offer distinct ways to manage your portfolio.