8 Ways To Reduce Your Market Risk Today

On Monday, the Dow finished at a 3.5% loss, making it the third worst daily point drop in Dow history. Market commentators are blaming fears over the coronavirus as the source for the pullback.

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SECURE Act: What you need to know

At the end of 2019, Congress passed the most sweeping change to retirement rules in over a decade.1

Known as the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), this...

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Can You Afford Your Independence?

When I teach people about how to prepare for retirement, we focus on financial preparation. Being prepared financially is critical to a sound retirement system, one that can provide security, peace...

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All IRAs Are Not Created Equal

Being a financial advisor, I love numbers and taxes, some people may call me a geek. But that personality trait is what causes me to want to share with people some of the more technical aspects of...

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