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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 …

It’s no simple task to accurately calculate your retirement income needs all on your own. Sure, there are people who endorse something called the 4% …

Q: You often hear that you should rebalance your portfolio. I’m 56 and recently inherited a substantial sum of money, but I’ve never invested before. …