Most investors ask the wrong question once a crisis hits, and that question alone can oftentimes cost them more than the crisis itself. Military conflict with Iran has spiked market volatility and left many investors flooding financial media sites to find out what they should do next. Within a brief time, this question started spreading everywhere: "What should I do with my portfolio?" I want to challenge that question today because I think it's the wrong question. And the ri

IRMAA Article Discussion is in this Video... Topic #2 I read a lot of financial articles every week. In fact, part of my job as an advisor is to understand what type of content is being put out there, what's going on in the marketplace, and what the media is talking about so that I'm able to be a guide and maybe a calming voice if necessary when clients and prospects come into the office and they have questions about things they're seeing or reading. There are people out ther

Ben Shapiro just said something about retirement in America that got a lot of people very angry, and this is something that a lot of financial advisors don't often talk about. Let's check it out.

The Social Security Administration just announced a 2.8% cost of living adjustment for 2026, but here is what they're not telling you.

Lots of people say that you should delay your Social Security as long as possible, possibly even deferring all the way to age 70. But for millions of Americans, that could be terrible advice. In fact, there are some very real reasons why claiming as early as age 62 may make sense.

Those last five years could make or break your retirement plan, and many people get them wrong. In this post, I'll explain why the last five years prior to retirement could possibly be more important than any other time period when it comes to retirement income planning.

Goldman Sachs just published "The New Economics of Retirement." I'll give you some highlights.

Even smart, successful couples can make retirement planning mistakes — especially when life is busy and retirement still feels like it is years away.

I have had 1000s of conversations about retirement and retirement income planning. Here are a few things I can confidently tell you...

When I was a freshman in high school, I decided to play football with the 9th grade team. I’ll admit now that I was doing it for personal...

“Let’s play old guys versus young guys,” I said to the group. I always like to watch the younger guys’ eyes light up when I utter this...

Jay and I had a chance to visit and discuss some ideas about real estate investing. I hope you enjoy the video. I’ve also included a...

My first football practice in high school was nothing like a traditional football practice. There were no helmets or pads. No one was...

The coronavirus is still very much with us, as is much of the economic dislocation created by the resulting lockdowns. An interesting...

What a finish to 2017! As unlikely as it may have seemed at times, the Republicans pushed through their tax legislation. I promised that...

A special note from 2020–There is no shortage of opinions when it comes to how to prepare and plan for retirement. While I believe that...

The world of investing hasn’t been much fun since May/June of 2015. Last year, the stock market experienced its first real correction in...

It is often reported in the financial media that Boomers are under-saving for their retirement years, and a significant portion of...

In the next few days, many investors are going to see their quarterly performance reports for 3Q of 2015. While we financial planners...

What kind of retirement income can you expect if the stock market doesn’t produce the types of returns you’re anticipating? It’s no...