I saw an article recently in The Wall Street Journal, saying that we can no…
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Today’s blog post is a guest post from Danielle K Roberts. Some aspects of Medicare surprise…
I read a fascinating article by Steven Kurutz in the New York Times recently, it’s…
I saw an article recently saying that safety stocks were leading the way higher. I…
Anybody see what’s going on with older universal life insurance policies? There was a recent…
There was a recent article in the Wall Street Journal saying that GE showed the…
I saw an article recently in the Wall Street Journal saying that there might be…
There was an article recently in the Wall Street Journal about the collapse of a…
I’m going to tell you the secret to retirement planning. It’s easier than you might…
Jason Zweig had a great article the other day in the Wall Street Journal telling…
I saw a great article recently which should come as a relief to people in…
If you are interested in knowing how the stock markets are doing, you have to…
We get asked a lot about Social Security. Most people take it when they are…
Our clients often ask us if they should convert their Traditional IRAs to Roth IRAs….
I know this is a subject I write/blog/video about often, but I still get questions…
A question we get asked often is “should I pay off my mortgage?” The math…
I thought I’d take this snow day as an opportunity to list some of the…
How the Financial Planning Process Creates Change Our blog exchange continues and this month we have a blog from Rich Feight, CFP®, EA.  As the financial planning industry transitions...
Read MoreSome People Call Me the Space Cowboy No they don’t. Not one person does….
Rightsizing This month’s blog post comes from Warren A Ward, CFP® of Warren Ward…
Our blog post today is from Ann Garcia, CFP®, of Independent Progressive Advisors, aka The…
This month we have a guest blog post from Dave Fernandez, CFP® who is a…
This month’s Blog post comes to us from Stephen Reh, an adviser in Southern California…
I’d like to thank Phillip Christenson, CFA for today’s post about the fears that keep you from becoming rich. Phillip is a Chartered Financial Analyst (CFA) and financial advisor in...
Read MoreThis month’s blog post comes from a long time friend and colleague of mine, Greg Phelps of Redrock Wealth Management in Las Vegas, Nevada. I hope you enjoy it. Redefining...
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