Will You Retire Happy? The Relationship Between Money and Happiness

Do money and happiness go hand in hand? It’s an age-old question, but I think I may have come across… Read More

3 Strategies to Make the Most of Your Required Minimum Distributions (RMDs)

Required minimum distributions (RMDs) are typically not something that investors particularly love. That’s because the reality is RMDs should be… Read More

Strategic Tax Planning For A Diversified Retirement Portfolio

“Two things are unavoidable in this world; death and taxes,” said Benjamin Franklin. America’s famous actor Will Rogers took the… Read More

On The Fence About Retirement? Here’s What To Consider

Recently on my radio show, “Money Matters” on WSB, I got a nearly universal question from a caller. Let’s call him… Read More

Early Retirement Gone Wrong: How To Make Sure Your FIRE Plans Don’t Get Derailed

Dreaming of retiring in your 50s, 40s, or even 30s? You’re not alone. For members of the FIRE movement —… Read More

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