Articles

While I certainly hope that no one reading this is currently involved in a fight with their insurer over the rising costs of their universal life …

Funneling money into your Roth when your income surpasses the IRS’s limits A Roth IRA is a great way to build wealth. That’s because not only is …

In order to save money on taxes, would you consider moving to a less expensive state? Lots of our clients do. But where might you go? When it comes …

A caller to our radio program, Money Matters, recently asked me a question about a common myth regarding debt that to this day still takes me by …

Are you going to take Social Security? Social Security is a big part of retirement for most Americans. But before you apply for it, you should ask …

“Tell me and I forget, teach me and I may remember, involve me and I will learn.” — Ben Franklin Of all the topics I’ve written about over the years, …

Thinking of downsizing your home? Many retirees and pre-retirees do. In 2015, 31% of all homes sold in America were purchased by Baby Boomers.[1] …

Before heading out to the grocery store, do you make a list? I’m betting that you do. That’s because 70 percent of Americans make a list every time …

There’s been a great deal of discussion over the past several months about financial advisors acting as fiduciaries, which is, simply, the practice …

Most of the retirees I work with report that they’ve never been happier. But are you as busy as you’d like to be? Retirement is a huge transition. In …