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...

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...