Apr 223 minAre Big Changes Coming for Retirees? - ArticleRecently the U.S. House of Representatives passed the Secure Act 2.0. The bill possessed wide bipartisan support by proposing some very...
Apr 221 minAre Big Changes Coming for Retirees? - VideoThe U.S. House of Representatives recently passed a bill that could affect many retirees and investors 50 and older. "The original Secure...
Apr 13, 20213 minThe Kids Will Be OkayI was asked question a while back that completely stumped me. After scrambling to formulate a response and coming up with absolutely...
Nov 24, 20203 minDo You Need a Financial Advisor?I was meeting with a potential client the other day, and the individual asked an insightful question. It’s one that I’m guessing others...
Aug 26, 20203 minMoney on the MindSome things in life are constant. Worrying about money, I’ve learned, is one of them.
Aug 22, 20193 minTaking the LeadIn a relationship, usually one person takes the lead. It could be on the dance floor, in the kitchen, or in social situations. Taking the...
Jan 19, 20192 minThe Role of LuckSometimes luck is better than skill. That is truer for investing than many aspects of life. In sports and academics, for instance, luck...
Dec 15, 20183 minWisdom from the WealthyPeople often meet with me to discuss money topics. How to invest their hard-saved dollars. How to eliminate debt. How to plan for...
Nov 17, 20183 minOne Lump or a Monthly Bump?Perhaps you have heard your grandfather or an uncle talk about the pension they receive from their former employer. Every month they...