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Given the Middle Eastern events of the past few days and global tensions rising, we felt it would be useful to provide some dispassionate views

It’s official. Retirement reform has made its way through Capitol Hill. The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) is now law,

Here we are at a new year — a new decade, with a nice round number, 2020, which I love. A new year is a

As we round the corner into this new year, let’s raise a final glass to 2019. For investors, this year was decidedly strong and, in

Particularly during December, we’re reminded it’s a wonderful life. This time is one when we spend less time at work and more with our families.

Year-end is my time for reflection and renewal. Business owners use it to set goals and develop a plan with benchmarks for the next year.

Everyone knows that exercise is good for the body and mind. But it can seem hard to make being active a regular part of our

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