A big mistake many retirees make is that they get too conservative. They think that…
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I want to talk to you today about something that may seem counter-intuitive. I’m a…
We live up here in the Northeast, close to some high-tax states, like New Jersey…
There have been a couple of articles in the news recently about how few assets…
The New York Times published a very informative article recently on Medicare. As some of…
The New York Times recently ran a great article about financial literacy. Business school professors…
I saw an article recently in The Wall Street Journal, saying that we can no…
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…
Anybody see what’s going on with older universal life insurance policies? There was a recent…
I’m going to tell you the secret to retirement planning. It’s easier than you might…
I saw a great article recently which should come as a relief to people in…
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….
A question we get asked often is “should I pay off my mortgage?” The math…
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 MoreRightsizing This month’s blog post comes from Warren A Ward, CFP® of Warren Ward…
This month we have a guest blog post from Dave Fernandez, CFP® who is a…
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...
Read MoreI’d like to thank Greg Johnston, CFA®, CFP®, CPWA®, QPFC, AIF®  for today’s guest blog post on the Department of Labor's new fiduciary rules. Greg has over 25 year's experience in...
Read MoreRetirement can spark both stress and disagreement in an otherwise contended marriage. After years of happy, healthy wedded bliss, sometimes one or both spouses are surprised to find themselves unhappy...
Read MoreFinancial literacy doesn’t happen overnight. Just as a child learns to become literate through reading and writing, people become more financially literate in a gradual way, starting with the basics...
Read MoreImagine a day when one of your stock investments falls 35 percent in a matter of minutes. If you think that’s unlikely or impossible, just consider what happened on August...
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