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…
July 2021 The vast majority of my clients don’t rely exclusively on Social Security to meet their income needs when they’re no…
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…
401(k) plans are getting a lot attention in the press lately, largely due to new rules coming out that require plans to…
If the bear market is not over – and I’m not convinced that it’s over – then what’s required right now to…
The Los Angeles Times reported about a man in his 70s whose insurance policy premiums would have to increase to $510/month after…
I know what a vast majority of you are doing today: You’ve gotten over your fear that your accountant has forgotten you. …
