Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More
Happy Leap Day…Not
Read More
Investment returns—everybody loves them. At least they love them when they are positive. But people being people, they get disappointed rather quickly. And some
Read More
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More
I am not going to tell you the specifics, the consensus, or what I think is the most likely course of future events. It’s not that I don’t like you; it’s just
Read More
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
The economy is scary but not absolutely scary. I made up the term, so I will now define it. For something to be absolutely scary, it must be something that will
Read More
I am preparing to retire. No, I’m not retiring anytime soon. But I am a financial planner as well as an investment manager, so I plan. Something as big as
Read More
The vast majority of advisers are not crooks. Most truly do want to help you. Even those who just do it for the money do so legally. But money attracts thieves
Read More
The article is that the life-cycle model implies most young people should not save for retirement.
Read More
