It has been brought to our attention that a return to the basics of financial and retirement planning would be helpful. Back to the Basics is a study of the …
Have You Seen The Market? Make Your Decision Now
I interrupt our regularly scheduled programming to bring you this market update. The DOW (Dow Jones Industrial Average) hit 23,000. That’s a huge event. Of course, the news outlets are …
The Funny Thing About Early ‘Retirement’
Who hasn’t dreamt of an early retirement? Images of walks on beaches and life without an alarm clock flood the mind, bringing into focus an endless montage of leisure and …
What You Had To Offer The 20 Year-Olds
I asked and you responded. If you read last week’s article (click here), you know that I asked you to consider this: I’d like to hear what financial advice you’d …
Insurance Isn’t For the ‘Average’
There’s so much discussion of insurance these days, with politicians on both sides engaged in battle over what’s best for the ‘average American.’ Of course, the result of this debate …
Match the Money To the Need
I did a radio show interview a few years ago when my book was first published. The host of the show asked me, “What’s one piece of advice you’d offer …
Inching Closer Toward Recession
It’s coming, can you feel it? The next recession is getting closer and closer, there’s no doubt. How do I know this? Simply put, recessions happen and we haven’t had …
Healthcare May Be Broken, But Your Retirement Plan Doesn’t Need To Be
Live on less than you earn, pay less interest on debts than you receive on your assets, mind your taxes, and you’ll be fine. It sounds so simple, and it …
How Low Can You Go? Reduced Stress Through Rehearsed Austerity
Money can be stressful. This is a statement so obvious that it seems silly to write it out, but there it is. It can stress me out, and I’ll bet …
Back To The Basics: A Surprising Truth About Money
When investors look at their account statements during the accumulation (savings) phase of their life, they will generally process what they see as a single, lump sum amount. “I have …