News & Blog

Four Habits To Avoid As You Move Into Retirement

Posted on March 8, 2021March 26, 2021

We all know what we ultimately want from life. The simple word, happiness, carries so much weight and possibility. This… Read More

What To Avoid If You Want A Happy Retirement

Posted on March 1, 2021

Happiness, joy, pleasure. These are the fruits of a life well-lived. And there’s no riper stage for harvesting these emotions… Read More

Marriage, Money And Happiness – Which Phase Are You In?

Posted on February 15, 2021March 24, 2021

Cupid, draw back your bow. It’s the weekend of Valentine’s Day, when couples celebrate their love for each other —… Read More

Good News For Retirees Seeking Consistent Income: The 4% Rule Of Thumb Could Now Be 4.5%

Posted on February 10, 2021March 24, 2021

There’s huge news in the world of financial planning if you ask me. If ever there was a viral news… Read More

How To Address Three Most Common Retirement Concerns

Posted on February 1, 2021March 24, 2021

One of my favorite recent radio callers was who I dubbed, “On The Fence Frank.” He called in to my… Read More

America Is On The Road To Recovery

Posted on January 20, 2021March 24, 2021

If pressed to summarize the majority of last year and my expectations for the coming year in one word, I… Read More

Finding Your Core Pursuits In 2021

Posted on January 4, 2021March 24, 2021

What’s the most important aspect of retirement planning? Building a nest egg? Good answer. However, based on my experience with… Read More

The Surprising Economic Outcome Of 2020

Posted on December 21, 2020March 24, 2021

If you were asked to give 2020 a grade, what would it be? I recently answered this question along with… Read More

Let’s Dispel Myths About Flat Markets And Perfect Timing

Posted on December 7, 2020March 24, 2021

It’s been said that perfection is the enemy of progress. You might be feeling like we haven’t seen a lot… Read More