Articles

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

2018 First Quarter Market Recap

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

Figure Out Your ‘Rich Ratio’ To Help Plan For Retirement

There are myriad philosophies on how to achieve financial stability and ensure a happy retirement. Some are more complex than others, and most have their

Happy Retirement Without Millions In The Bank

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

5 Financial Checkpoints to Follow When You’re Going Through Divorce

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

The New Verdict on the 4% Rule for Retirement

After two decades of financial media bashing, is it time to revive common retirement beliefs? Recently, the Wall Street Journal caused a stir with an

Do Bonds Still Help When Stocks Fall?

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