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Do money and happiness go hand in hand? It’s an age-old question, but I think I may have come across an answer when it comes

Required minimum distributions (RMDs) are typically not something that investors particularly love. That’s because the reality is RMDs should be renamed “required minimum taxable distributions.” As a

“Two things are unavoidable in this world; death and taxes,” said Benjamin Franklin. America’s famous actor Will Rogers took the sentiment a step further when

Recently on my radio show, “Money Matters” on WSB, I got a nearly universal question from a caller. Let’s call him “On the Fence Frank.” His

Dreaming of retiring in your 50s, 40s, or even 30s? You’re not alone. For members of the FIRE movement — short for “financial independence, retire

As a financial adviser, I’ve been lucky enough to meet with hundreds of families over the past 20-plus years. The happiest among these retirees share

A well-crafted investment portfolio is like a successful baseball team. Both consist of a diverse line-up of players, each of whom contributes in their own

Where are you on your journey of wealth building? Are you just starting, or are you well down the road to a “rich” retirement? No

Along the path to collecting the research for my book, I discovered interesting facts about the happiest retirees on the block. In You Can Retire Sooner

When it comes to men and happiness, many factors contribute to an overall sense of wellbeing. But there is one common thread that all men

It’s hard to believe how close we are to rounding the corner into a new year. Some of you may be waiting on pins and

What were you thinking?! If you’ve ever kicked yourself for making a big mistake in saving, spending or investing your money, take heart. Financial ­advisers