Finding The Formula For A Happy Retirement

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?

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

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.

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

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

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

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

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

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