I know, some of you simply need a basic list of what to do when planning your retirement, and when to do…
Retirement has never been so complicated. How do we make our money last? How should we spend the last third of ever-longer…
Just about everybody these days is on a listserve of some sort (e.g., YahooGroups). I’m on too many listserves, but I get…
There are three good things that come out of tax time: (1) it officially ends the previous year, so onward and upward;…
‘Tis the season of predictions for the new year. From where the S&P will end up to who will win an Oscar,…
Last week I had the opportunity to give three presentations about what I do and how I do it. I’ve been practicing…
Here’s Part Two of this conversation: Fixed rate loans are really expensive. I can’t seem to let this one go. Told you…
The media is a-buzz with the price of gold. Time to buy, right? No. You’ve missed the boat. Never hurts to have…
My favorite long-term care insurance agent keeps reminding me that the premiums on long-term care are about to go up for one…
Clients, friends, colleagues, and family ask me often, Should I buy or lease my next car? This question seems to make people…
