February 7, 2023 When it comes to managing your financial life, it’s easy to get caught up in the day-to-day and lose…
January 2022 Last year I decided to read a book a week, which is a pretty audacious commitment for someone who doesn’t…
August 2021 Every year DALBAR, an independent researcher for the financial community, releases its report on what returns the “average” investor earns…
In my last post, I argued that you should give your kids an allowance so they can begin learning money management skills…
One of my favorite financial planner stories goes like this: A financial planner gets on a plane, tired after a long day.…
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…
I remember this song taught to me as a kid that goes, “Stay on the sunny side, always on the sunny side,…
401(k) plans are getting a lot attention in the press lately, largely due to new rules coming out that require plans to…
Now that you have a sense of what you’re spending as a result of prior decisions, what you’re spending each week, and…
