Personal Finance
Most people spend decades planning for the financial risks of retirement. Almost no one plans for the social ones. Yet the risk that…
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“Hope is not a strategy.” I’m reminded of this saying when reading the…
It is a familiar scenario. A family inherits a valuable piece of real…
For the generation that should be in its “peak savings years,” the prospect…
A mortgage is a government-subsidized forced savings plan — not the wealth machine…
Spotlight
I stopped by a neighbor’s house to see how things were going and the conversation quickly shifted to Medicare. (This seems…
A new type of savings account for children is on the horizon. While the details are still taking shape, one thing…
EXCLUSIVE: The leader of the Senate’s healthcare-focused committee on Tuesday released a plan that would aim to make healthcare coverage more…
Christmas came early (again) this year for many taxpayers and tax professionals. The IRS has announced that it would (again) delay…
The approaching holidays present a golden opportunity to help you gain valuable insights that will help you better plan your retirement.…
One of the most common questions when people hear I am a financial planner is some version of “Do you think…


