Estate Planning

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…

The Federal Reserve has been in the headlines a lot lately as analysts try to figure out when policymakers will cut interest rates. Why does the Fed matter so much?…

The movie, The Bucket List, starring Morgan Freeman and Jack Nicholson, popularized the now widely popular term. Our “bucket list” gives us a way to make sure we accomplish everything…

The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied. 1 And then tumbled as investors got jittery. 2 Then yo-yo’d a…

What do Apple, Amazon, Starbucks, and your Estate all have in common? Their success depends on carefully thought-out and executed strategies. No successful business would even consider operating without a…

“If you fail to plan, you plan to fail.” We all know this, right? And yet proper planning—in every area of life—remains one of the most commonly shared universal struggles…