Articles
Should You Ever Invest Outside Of Technology Companies?
Now that the world has reopened, I had the great pleasure of attending an economic and investing forum — in person! A question posed there
Become A Smarter Taxpayer And Retiree – IRAs, Taxes And Retirement Savings Best Practices
If the world of retirement planning were a game of golf, far too many people excel on the front nine but forget to finish the
How to Own Your Expenses and Plan Ahead for Market Storms
Sometimes it takes stamina and resilience to be one of the happiest retirees on the block. It also pays to stay calm when the world
Rerouting To Income Investing
A year ago, amidst the throes of COVID lockdown, my regular commute became warp speed from my home in Midtown Atlanta to my Sandy Springs
Are You On Track For A Happy Retirement?
Are you on track for a “rich” retirement? While we all want to be secure in our finances, many investors aren’t quite sure how to
Who Are You Calling Old? 65 Is The New 45!
Friends, I’m here to tell you, 65 is the new 45. Rounding the corner to the typical retirement age of 65 doesn’t mean that you’ll
Four Habits To Avoid As You Move Into Retirement
We all know what we ultimately want from life. The simple word, happiness, carries so much weight and possibility. This is especially true during your
What To Avoid If You Want A Happy Retirement
Happiness, joy, pleasure. These are the fruits of a life well-lived. And there’s no riper stage for harvesting these emotions than during our retired years,
Marriage, Money And Happiness – Which Phase Are You In?
Cupid, draw back your bow. It’s the weekend of Valentine’s Day, when couples celebrate their love for each other — whether they’ve been together for
Good News For Retirees Seeking Consistent Income: The 4% Rule Of Thumb Could Now Be 4.5%
There’s huge news in the world of financial planning if you ask me. If ever there was a viral news story in my profession, this
How To Address Three Most Common Retirement Concerns
One of my favorite recent radio callers was who I dubbed, “On The Fence Frank.” He called in to my WSB Sunday radio show, “Money
America Is On The Road To Recovery
If pressed to summarize the majority of last year and my expectations for the coming year in one word, I would choose “recovery.” For all
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