Articles

How to Navigate a Market Full of Extremes
This summer has been full of market extremes. Our current reality is that, because the market’s numbers have grown so large, a typical day with

Aging In Place: Why Your Home Could Replace Assisted Living
Whether you choose to stay in the home you’ve lived in for years or downsize during retirement, more than likely you’d like to remain at

What Makes For A Happy Retirement – Whether You Retire Early, At The Typical Retirement Age, Or A Bit Later
As many of you know, I have a keen interest in what makes for a happy retirement – whether you retire early, at the typical

The State Of Americans’ Savings That May (Or May Not) Surprise You
There are many paths to happy, financially-secure Golden Years. You simply should be intentional, disciplined and have a well-planned strategy for how you’re going to

How to Financially Prepare for The Worst Possible Scenario
Imagine this. You’re sitting at your desk or at home, and the power goes out. No big deal, right? It happens occasionally. But this time,

Why It’s Important To Take Note Of Where You’re Spending Your Money
Look around your home. What kind of stuff do you own? What are the services you pay for to keep things running? Do you have

It’s Never Too Late To Save For Retirement
The best time to plant an apple orchard is a decade ago since that’s how long it takes to bear fruit. The second-best time is

Potential Retirement Changes Could Cost Heirs Big Bucks
Congress may be on the verge of enacting the most significant overhaul of retirement policy in more than a decade. The Setting Every Community Up

Our Team Shares The Most Valuable Piece Of Financial Advice They’ve Learned
We’ve all heard this adage: Don’t lose sight of the forest for the trees. In the world of investing, sometimes this advice isn’t so easy

7 Things You Must Know About Retiring To Florida
Florida has long been a premier retirement destination. For decades, the phrase “moving to Florida” was almost synonymous for “retiring.” While Americans now have many

How America Saves For Retirement
How can gigantic financial services corporations – competitors Fidelity and Vanguard – analyze similar data on Americans’ 401(k) balances and come to wildly different conclusions?

Why Real Innovation Comes From A Free-Market Economy
Brian Wesbury, one of my favorite economists, recently spoke about the supply chain shift that seems to be happening right now in China. Wesbury used
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