In my years of experience in working with people and their finances, I have heard so many different reasons why saving for retirement is...

Is it possible for financial planning themes to be at the center of a critically acclaimed film? Most would say, “Not likely.” However,...

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...

As long as we have people writing about personal finance, we will have people writing about the destructive nature of debt. It’s one of...

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...

(Original content written Friday, January 15th to VCA clients) As I was returning from my lunch meeting today, I was weighing out the...

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

One of the most difficult things about the internet is the constant deluge of information. I heard it said very recently that one of the...

This is an interesting topic, and to be honest, the truth is that even I, a financial pro, hate to budget (gasp!). That’s right, I don’t...

Retirement: The land of hopes and dreams and peace and quiet and blissful adventures, right? For the Baby Boomer generation, retirement...

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...

You may not think that financial abuse or fraud can happen to you, but don’t allow yourself to be overconfident. There are too many...

It’s no secret that many Americans are worried about financial security in retirement. Recent surveys suggest that the majority of...

I was recently having an in-depth conversation with one of my clients, and he said perhaps one of the truest statements I’ve ever heard...

I can still remember the first time I heard a “Retirement Regrets” conversation. It was almost 4 years ago, and my wife and I were...

The issue of investment fees and expenses for investors today has become a hot topic in both the media and in the financial industry. I...

Workers with substantial pension benefits are becoming the white whales of the retirement planning community. Since the dawn of defined...