Retirement Weekly

On March 29, the U.S. House of Representatives passed a bill that could have a significant impact on your retirement strategy. The SECURE Act 2.0 must still pass through the Senate before becoming...

A key element of living without financial anxiety is protecting your downside. Your home is likely your most valuable asset outside of your retirement accounts. You might wonder if purchasing a...

Searching for a financial advisor can be a daunting task both for those nearing, and in, retirement. Many people who hold themselves out to be financial advisors may just be thinly disguised...

A while back, there was a video that went viral of a father teaching his 3-year-old daughter the meaning of taxes. They are each holding ice cream cones, and the dad says, “Before you eat it,...

Growing up, I would often hear my dad and his friends lament about their failed investments and missed opportunities. As a child, I swore to myself that I wouldn’t turn into a worn-out,...

My wife and I are complete opposites. In most areas of life, I am a cautious person. I like to think and plan and understand the decisions I am making. It helps me calm the voices in my head, ease...

When most people think about retirement, they imagine a time when they can finally relax and enjoy themselves after years of hard work. But for many retirees, the reality is far different. In fact,...

It’s normal to feel a little anxious when the stock market turns volatile. Seeing your account balance swing around more than usual can make you question your investing strategy. But...

In 2007, I learned firsthand what the word “recession” means. My business was booming, clients were coming to me left and right. My profit margins were great, and everything looked...

A while back I got a question from a reporter about ETFs. The reporter wanted to know are ETFs safe. What should investors know about ETFs? Here is the gist of what I responded.

Let's take a...

Debunking Financial Myths

There are so many financial myths that do more harm than good. The truth is that finance is actually pretty simple, when you are armed with a little know-how. In this...

Post Dec 31^st Tax Moves to Reduce Your Current Tax Bill

It is not too late to lower your tax bill even after the new year begins. There are moves you can make after December 31^st that can optimize...