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...

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...

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

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...

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...

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...

We live in a world that rewards speed. Athletes today need to be faster and more powerful. Service providers must deliver high-quality...

“American business will do fine over time. And stocks will do well just as certainly, since their fate is tied to business performance....

“Knowing WHY is essential for lasting success and the ability to avoid being lumped in with others.”  — Simon Sinek Do you ever stop to...