You could have a better year if you just do these things. You may think that all resolutions are a big waste of time. Yet I’ve worked with a lot of …

You don’t want to deal with it. I don’t want to deal with it. But you need to get it done. Then you can put it behind you and never think about it …

Who does your taxes? And, more importantly, why do they get to do them? What I mean is, when it comes to your retirement planning, your taxes and …

Reader’s Question: I’m 59 and recently had to retire and go on disability. I’ve always made a good living, been a great saver, and a careful, …

For many people, the desire to cut expenses is a moving experience. We have clients all around the country. So there’s a pretty substantial …

A mutual fund enables investors to “group” their money together in a professionally managed portfolio. Over 55 million people own them.[1] Think of …

Remember when taxes were something you began worrying about on April 1st? The good ol’ days. That’s okay. As the tax code has changed, you simply …

Are you over 50? If so, how much risk do you have in your portfolio? This is, of course, a key question for anyone nearing (or in) retirement. But …

Reader’s Question: My husband and I are both in our late-50s. We steadily contribute to our 401(k)s, but other than the equity in our home, we have …

You don’t have a 401(k)? About 55 million people are currently contributing to a 401(k). This adds up to over $5 trillion (which is 59% of all …