Articles
How To Head Into Retirement With No Mortgage
“Should we pay off our mortgage before we retire?” This is among the most common questions I get from clients and “Money Matters” listeners (tune
How To Create A Solid And Comprehensive Estate Plan
Over a century ago, Ambrose Bierce wrote, “Death is not the end. There remains the litigation over the estate.” Some things never change. Today, a
What’s Really Going On In The World: Misperceptions About Global Demographics And Economic Trends
It’s interesting how we tend to get stuck in a negative outlook on the world. This is not a criticism of any person or group
8 Habits Of People Who Become Millionaires
It’s the question of the century: How do people become millionaires? My radio callers ask me, my friends ask me, and, heck, even my kids
What You Need To Remember When Navigating Choppy Markets
I recently got a question from a listener to my radio show that I believe is relevant to just about every investor out there. For
How The Retail Life Cycle Is Hitting Stocks
I’ve noticed something about my shopping habits — I’m spending less money in big-box stores and buying more stuff from smaller outfits that specialize in
Inverted Yield Curves Have Been Found To Be Predictors Of Recession
If you’ve heard the term “inverted yield curve” floating around the financial world recently and were left scratching your head, you’re not alone. Inverted yield
Washington’s Recent Policy Moves Are Driving The Markets
The epicenter of American business has long been marked by the giant bronze bull statue in the middle of Wall Street in New York City.
Steps You Can Take During Your Career To Boost And Protect Your Social Security Payments
I’m a big believer in funding retirement with multiple income streams. Your retirement nest egg will last much longer if it’s swaddled in money from
Risk-Free Investments Don’t Exist: The Key to Building a Healthy Portfolio
Investors know the adage that diversification is crucial to maintaining a healthy portfolio. But did you know it may also be critical to your health? A sudden
5 Mistakes To Avoid As You Prepare For Retirement
For many Americans, the question, “Are you prepared for retirement?” prompts dread. Even the most prudent planners worry that their post-work journey will take unforeseen
3 Traits Of The Happiest Retirees
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
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