Articles

Top 4 Countries to Retire Overseas

Retiring overseas offers many potential advantages, including a year-round mild climate, and a significantly lower cost of living as compared to most places in the

The Brexit Market Update

As newspaper headlines show this morning, the British people voted yesterday to leave the European Union. While the tally was always expected to be close,

Couple Retires By Mid-30s

What’s your definition of “early” retirement? Sixty? Fifty-two? A California couple recently retired in their mid-30s with $1 million in the bank, according to a

8 Rules For a Happy Retirement

When people call my radio show (“Money Matters” on WSB Radio) or come to my office for retirement planning consultation, they are usually expecting a

Ready to talk with an advisor?

Roth Conversions: a smart tax move, or an expensive mistake?

A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.