Education
Investments
Common 401(k) Mistakes (Part 2– High Earners)
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 ...
Common 401(k) Mistakes (Part 1 – Young People)
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 ...
Retire Simply Because You Can? (Think Twice) Woulda, Coulda, Shoulda Retirement Plans
Most Americans aspire to the “American Dream,” which begins with home ownership, gathers wealth over time, and ends with being able to retire in comfort. Th ...
401(k) – Maximize the Minimum
As recently as 2024, about 70 million Americans are actively participating in 401(k) Plans at their place of employment. Percentagewise, recent auto-enrollment ...
Asset Allocation for a Long Retirement
As financial planners, we are frequently challenged to assist clients with their retirement plans. Americans are universally attuned to (and afraid of) the pote ...
Markets Are Off to a Bad Start in 2026
Last year (2025), our Stock Market suffered a dramatic pullback in April, then reversed quickly, and climbed up until year-end as if all had been forgotten. We ...