Articles
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
Finding Your Core Pursuits In 2021
What’s the most important aspect of retirement planning? Building a nest egg? Good answer. However, based on my experience with countless retirees — both happy
The Surprising Economic Outcome Of 2020
If you were asked to give 2020 a grade, what would it be? I recently answered this question along with Clark Howard on a special
Let’s Dispel Myths About Flat Markets And Perfect Timing
It’s been said that perfection is the enemy of progress. You might be feeling like we haven’t seen a lot of either in 2020 but
Retirement Planning For Millennials: Investing In Your 20s And 30s
In a world where Twitter followers, YouTube subscribers, and viral videos can make kids millionaires in minutes, it makes us wonder what retirement will look
Why Government Gridlock Is Good
The media projected a blue wave. Instead, American voters delivered a purple haze. Although there are still lingering pieces of this election with runoffs, recounts
How To Protect Yourself With A Power Of Attorney
Longing for the things we want in life often conjures up dreams of finding a magic lamp with a genie inside who’ll grant us three
Rebalancing Is Unheralded Superhero Of Investing
My kids and I love the Avengers, and we’ve watched all the movies. Every single one of them. Unlike my friends with all daughters, as
How To Plan For Retirement As An Entrepreneur
Every day in the United States, a small percentage of courageous and innovative individuals hop off the corporate carousel and step into the world of
What Leadership Looks Like During The Pandemic
In the waning days of World War II, British Prime Minister Winston Churchill joined with President Franklin Roosevelt to seize a unique opportunity. The devastation
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