While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.

Retirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.

Starting the New Year with the same old resolutions? Let’s recognize questionable resolutions, including three destined for failure, plus what should be considered for successful planning outcomes. 

Top 10% earners in their 30’s and 40’s believe they’ll earn considerably more in their 50’s. Don’t plan on it.

Last month, Intel added another chapter to the fallacy of “I don’t care about the stock price, as long as I get my dividend”. Here, I discuss key factors and best practices for dividend investing.

This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.

If your wealth is tax-deferred retirement accounts, your taxes in retirement will be more than you realize.

How to make financial resolutions that lead to successful planning outcomes.

Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.

May be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.

Since 1976 the bond market has been negative just 3 times, 2021 could be the fourth and worst.