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August 4, 2021

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What happens if you live longer than you expect? How do you make sure your funds last as long as you do? Do you invest in stocks? Bonds? Keep your. . .
August 2, 2021

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Many investors see the stock market as a way to get rich quick, but if they don’t understand their investment, or how the stock market works, they could be in. . .
August 1, 2021

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When should you, and when should you NOT max out your 401k plan? 401(k)s differ from IRAs in one significant way: 401(k)s allow current workers under 50 to put away. . .

August 1, 2021

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10,000 a day join the ranks of retirees Since 2014 the number of Americans retiring has increased to 4 million annually, more than 10,000 a day. From 2014 to 2034,. . .

August 1, 2021

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According to California-based exit planner Bill Black, “85% of small businesses have done no planning, leaving their families and employees at risk.” In addition, survey after survey indicates that Baby. . .

July 30, 2021

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I just couldn’t keep my big mouth closed and gave Harry and Sally the report on their 401 (k) annual expenses being charged to manage their funds. These expenses were. . .
July 29, 2021

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US Treasuries are the safest possible place to invest your money. There is nothing on planet earth safer. Treasury bonds are issued and backed by the federal government, the full. . .
July 27, 2021

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Has a financial professional ever asked you what the color of your money is? Many investors are unfamiliar with this terminology. Most individuals have not heard of this because their. . .
July 27, 2021

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“Many retirees have discovered that downsizing is an expensive decision. Sometimes it makes sense to leave things alone.” If you plan to sell your current home and move to a. . .

July 27, 2021

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Even “temporary” inflation can drain off large amounts of your wealth  “Warren Buffet once pointed out that when you do the math, it is obvious that inflation is far more. . .

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