Articles

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

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

Vaccine News In America Is A Time To Remember

Despite a year filled with terrible news, the past few weeks have given us some rays of sunshine and incredibly good news. So good, that

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