Happy tax day!
Yes, I'm being facetious. Most tax days are no fun. But finding ways to minimize your tax obligations in retirement can provide some...
Be safe on the internet
Always, but especially now during tax season, it's important to take precautions on the internet. Seemingly authentic email and updates...
Thinking of retiring this year?
If you're at that point where you're ready to leave your full-time job and retire or if you just want to pursue another direction in life,...
Get rich fast(er)
I'm sure you've heard of the hot stock that skyrocketed and made someone a lot of money. Unfortunately, in many cases the people who made...
War and your future
The sad images coming from Ukraine touch us all deeply. This unprovoked attack by a ruthless regime reminds us how fragile the world can...
Think you know the facts about Social Security and Medicare?
Too often those approaching retirement presume that Social Security benefits are tax-free (they're not) and that Medicare covers all...
Before you hire a financial advisor...
As a fiduciary (someone who is legally and in my case morally) required to put your interests ahead of my own, I am wary of financial...
Retiring early could be your worst mistake
I can't tell you how many people tell me the age at which they plan to retire rather than their plan to have enough put away to do so....
Don't panic when the market corrects
After the incredible bull market experienced in 2021, it's easy to feel that the recent market correction is a harbinger of things to...
It's not too late to start retirement investing
If you're a procrastinator and just put off saving for your retirement, shame on you! But it may not be too late. There are lots of...