Articles


June 26, 2025 When Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions

No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …

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Recent Posts


March 30, 2017 Debunking 3 Common Credit and Debt Myths

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 …

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March 24, 2017 3 Important Social Security Questions

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 …

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March 24, 2017 2 Reasons Why Mentoring is Great for You

“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, …

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March 20, 2017 3 Reasons to Downsize

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] …

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March 16, 2017 5 Financial Tips for Spring

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 …

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March 02, 2017 When Your Financial Advisor is Just a ‘Part-time’ Fiduciary

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

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February 24, 2017 8 Interesting Ways to Spend Your Time in Retirement

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 …

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January 20, 2017 2 Quick Fixes to Help You Avoid Ruining Your Retirement

Retirement: You’re either neck deep in it or you’re thinking about it. I’m thinking about it. What my life will be like when that day arrives. But in …

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January 12, 2017 The IRA Beneficiary 2 Step

Are you going to leave a retirement account to your heirs? On average, a person who dies with their retirement account mostly intact leaves about …

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January 05, 2017 It Isn’t Just Money

The media, advertisers, maybe even you and I, we are all prone to equating the accumulation of wealth to happiness. Yet probably the most …

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