Personal Finance

I hope everyone is staying safe and healthy. Proper estate planning can make life easier for your survivors. The steps you take now can reduce

I hope everyone is staying safe and healthy. Market volatility this year has increased relative to the last few years. After falling more than 30%

I hope everyone is staying safe and healthy. Very few people want to work forever. If you want to maintain quality of life in retirement, it's

I hope everyone is staying safe and healthy. Last week my family and I took a welcome break. We spent the week visiting with other family members.

SAVE THE DATE: On August 12th, I will host my next “Ask Me Anything” session. The session will start with this topic: Mortgage Refinancing: It's NOT

I hope everyone is staying safe and healthy. Many retirees expect their taxes to decline in retirement. Unfortunately, that belief often turns out

I hope everyone is staying safe and healthy. On July 22nd, I hosted my second “Ask Me Anything” session. In it, I addressed the question, “Do You

I hope everyone is staying safe and healthy. Since we don’t want to face our mortality, we can find it easy to put off completing our estate plan.

“ASK ME ANYTHING” On July 8th, I hosted my first “Ask Me Anything” session. In it, I addressed the question, “Which retirement account options are