Little in the world is as mundane and boring to most Americans as financial necessities, including insurance, income taxes, and a host of other complex financia ...

During these final weeks of 2026, we are dedicating these pages largely to year-end planning, which involves a mixture of retirement savings, mandatory withdraw ...

Successful year-end financial planning requires early attention and timely execution. This week we are concentrating on charitable giving, an important year-end ...

Suddenly, we are entering the final Quarter of 2026, leaving fewer working days and planning days than most of us can comprehend. Having checked the calendar, I ...

Silly Season is back, and with a vengeance. For those who don’t follow the media, the term describes (appropriately, I believe) the period before a federal el ...

Economics has been dubbed the “dismal science,” which reflects more on its practitioners than on the actual science. One of the most basic rules of economic ...

On the Van Wie Financial Hour radio program (Saturday mornings at 10:00 on WBOB radio, AM600 and FM101.1, and wbob.com), we frequently explain that our mission ...

Beyond expectations. That is an apt description for my 25+ years in the world of professional financial advising. I am constantly surveying the landscape for a ...

Last week we addressed mistakes made by far too many young participants in 401(k) and similar Defined Contribution Plans. They are the taxpayers with the most r ...

Beyond a shadow of doubt, this Certified Financial Planner® believes that the worst Retirement Income Planning error is not developing a source of income othe ...

Baby Boomers are getting older, with the youngest members of this immense generation turning 62 this year. As currently constituted, our Social Security System ...

Baby Boomers are defined (by the people who define these things) as anyone born between 1946 and 1964, placing me in the older tier with my 1950 birth year. The ...