CIA In the Press

Finding The Formula For A Happy Retirement

Posted on November 12, 2019

As a financial adviser, I’ve been lucky enough to meet with hundreds of families over the past 20-plus years. The… Read More

Growth Stocks vs. Value Stocks: What’s the Difference?

Posted on November 12, 2019November 12, 2019

A well-crafted investment portfolio is like a successful baseball team. Both consist of a diverse line-up of players, each of… Read More

How To Calculate Your Net Worth Number

Posted on November 12, 2019

Where are you on your journey of wealth building? Are you just starting, or are you well down the road… Read More

Are People Happier Living In The Suburbs Or The City? The Research Is In.

Posted on November 12, 2019

Along the path to collecting the research for my book, I discovered interesting facts about the happiest retirees on the… Read More

What Really Makes Men Happy

Posted on November 12, 2019

When it comes to men and happiness, many factors contribute to an overall sense of wellbeing. But there is one… Read More

7 Things To Do Before You Retire

Posted on November 12, 2019

It’s hard to believe how close we are to rounding the corner into a new year. Some of you may… Read More

Financial Advisers Reveal the Worst Mistakes Their Clients Made

Posted on November 6, 2019November 6, 2019

What were you thinking?! If you’ve ever kicked yourself for making a big mistake in saving, spending or investing your… Read More

Being A Social Butterfly Might Help You Live Longer

Posted on October 27, 2019October 28, 2019

Think about the last time you had some quality face time (or phone time) with a dear friend. No doubt… Read More

Why We Feel the Pain of Loss More Than the Joy of Gains

Posted on October 16, 2019October 16, 2019

99.6%. A number I will forever hate. A number that will haunt the dreams of many in the city of… Read More

Why Volatility Is Our Friend

Posted on October 14, 2019October 14, 2019

In the beginning of October, the Dow experienced over a 1,000-point loss in the matter of two days. Nothing creates… Read More

10 Meaningful Volunteer Opportunities in Retirement

Posted on October 11, 2019October 11, 2019

Your retirement years are fertile ground for you to spend time doing the things you love best. I call these… Read More

How To Start A Discussion On Long-Term Care With Your Aging Parent

Posted on October 9, 2019October 11, 2019

Most people don’t joyfully await the day they can move into an assisted living or nursing home facility. While we… Read More

CIA In the Press – Quotes

Finding The Formula For A Happy Retirement

Growth Stocks vs. Value Stocks: What’s the Difference?

How To Calculate Your Net Worth Number

Are People Happier Living In The Suburbs Or The City? The Research Is In.

What Really Makes Men Happy

7 Things To Do Before You Retire

Financial Advisers Reveal the Worst Mistakes Their Clients Made

Being A Social Butterfly Might Help You Live Longer

Why We Feel the Pain of Loss More Than the Joy of Gains

Why Volatility Is Our Friend

10 Meaningful Volunteer Opportunities in Retirement

How To Start A Discussion On Long-Term Care With Your Aging Parent

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