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I am fascinated by what makes the happiest retirees tick. Early in my almost 20-year career as a Certified Financial Planner, I realized that many

  A Wild Ride Results in a Negative First Quarter The first quarter began as 2017 ended: a steady ascent higher with limited volatility. January

Here’s a question for you. What’s the No. 1 thing people want from their retirement? Got your answer? If you said financial security, that’s a

The topic of divorce is a hotbed for great comedy – movies, stand-up routines, one-liners, you name it. What’s typically at the root of any

In the wake of the recent market correction, several callers into my Sunday morning radio show, “Money Matters” on WSB Radio, have asked whether bonds are

As most of us know from the flood of news coming out of Wall Street, the Dow Jones industrial average recently took a 1,600-point tumble

The Dow Jones has already blown through several new round numbers in 2018, and investors are right to feel on edge. Folks are likely wondering

During my research, however, I discovered a small yet impactful tax change that could adversely affect hundreds of thousands if not millions of taxpayers —

After a whirlwind year of Washington politics, GDP growth north of 3% and a stock market marching through year nine of a bull cycle, it’s