November 2021
Financial planning encompasses a long list of analyses and tasks. The reality is that my firm alone can’t possibly do financial planning, implement all the suggestions, and do it…
October 2021
What’s the biggest mistake investors make? Not doing something significant with their money. They build their careers, they make money, and they save early and often and…
September 2021
Have you ever caught yourself answering the question, “How are you doing?” with “busy” or “exhausted”? Or maybe inner voices nag you to “be productive!” or “stop wasting…
August 2021
Every year DALBAR, an independent researcher for the financial community, releases its report on what returns the “average” investor earns versus the S&P 500 stock index. This year…
July 2021
The vast majority of my clients don’t rely exclusively on Social Security to meet their income needs when they’re no longer working for a salary, and most of my…
September 2020
I regularly encourage everyone to get his/her/their estate planning done. It’s a great act of love for your family and loved ones, and the cost in time and money…