Retirement Weekly
Stay ahead of the curve with the latest information about retirement, finances, tax planning, and the markets.
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 awesome…and then on...
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 hypothet...
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 articl...
Post Dec 31st 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 31st that can optimize yo...
Saving for retirement is an admirable undertaking. It can also be overwhelming. There are so many types of retirement accounts out there these days and a seemingly never-ending list of investment choi...
For many people, the end of the year is a time of celebration. From December 24th through January 1st, millions of us will celebrate with family and friends to ring in the New Year.
But for some, it ...
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 salespeop...
I just love this time of year; it is full of joy, cheer, and celebration. It's a time to eat all the treats we want without gaining a pound because calories don't count on holidays, right? And it's a ...
I just got a great question from a reporter that I wanted to share it with you.
Marcia is writing a story about early retirement and she asks, “How does someone begin to decide when they can, or shou...
Life is filled with anxiety. My wife is anxious about flying, my kid is afraid of the dark, my dog is afraid of her own shadow, and I am anxious about failure, so I work insanely hard to succeed.
As ...
Last Sunday, I was chatting with someone who had spent a lot of money on Bitcoin. When I told him that investing in Crypto currency was no different than gambling or playing the lottery, he became ang...
I saw the following in my news feed and thought, "how could he be so greedy?"
And then I thought, he actually did the right thing by "buying the dip" - and yet he still lost. Millions. He literally b...
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