Articles

If Prince Harry and Meghan Can Get Off Payroll, Why Can’t Your Kids?
I’m sure you’ve already heard the big news out of Buckingham Palace — Prince Harry and Meghan Markle, the Duchess of Sussex, have chosen to

The Happy Retiree’s Resolution For 2020
With the brand-new horizon of 2020, no doubt you’ve thought of goals, resolutions and intentions for the year. It’s a tradition, after all, to make

Some Brief Thoughts On Iran (And Wars In General)
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

Understanding How The SECURE Act Is Impacting Retirement
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,

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

What’s Next For Investors? 5 Trends to Shape Markets in 2020
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

Want To Pay Off Your Mortgage Faster? Here’s What To Consider
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.

Don’t Drift Through Your Financial Life — Make A Plan
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.

Walking 15 Minutes a Day Could Help Boost the Economy
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

Will You Retire Happy? The Relationship Between Money and Happiness
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

3 Strategies to Make the Most of Your Required Minimum Distributions (RMDs)
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

Strategic Tax Planning For A Diversified Retirement Portfolio
“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
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