Estate Planning

Memorial Day is a poignant time to pause and reflect on the sacrifices made by the brave men and women who served our country with valor and dedication. It’s a…

Between high contribution limits, tax advantages, and potential employer matching, a 401(k) can be a homerun for your retirement savings.But if you’ve moved on from your 401(k) employer or are…

Is a zombie recession coming? (By that, I mean that renewed fears of a “hard landing” recession have emerged from the grave and are walking among us.) 1   Many analysts…

When you were in school, chances are you were on some sort of sports team. Teams are an integral part of life, from childhood and on into the rest of…

Markets have been very volatile lately.What’s going on?Let’s take a quick look at the factors that are influencing markets right now.(Not interested in discussing markets? Scroll down to my P.S.…

New research has found a new “magic” retirement savings number.(I explain how inflation factors in below.)I say “magic” because if you put 10 people in a room, you’ll get 10…

Does Your Retirement Work Under Pressure? It was the 9th inning, bases loaded, two outs, and we were up by one run. My son is on the mound pitching. (Watching…

The stock market rocketed to new record highs after the latest Federal Reserve meeting. 1 Will markets continue to rise? Will stocks take a dive after the recent record highs?…

With April 15th just around the corner, taxes are on many people’s minds. Yet tax planning (not just preparing) should be a strategic part of your overall retirement and financial…

This is what people want to know… When it comes to retirement people want to know the answer.They want to know, “Am I okay?”This is true for most, whether they…