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 ...

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 ...

Never in American History have so many people exhibited more dependence on the Federal Government for their financial lives and futures. As our National Debt ap ...

Most Accredited Investors probably don’t realize that they belong to that distinguished subset. Further, when informed, most of that group would likely not ca ...

Saturday, July 4, 2026, marked the 250th anniversary of the “birth” of our nation, along with the first anniversary of the One Big Beautiful Bill Act (OBBBA ...

Owning private property has long been a vision in American society. Since WWII, home ownership has been dubbed “the American Dream.” Our entire way of life ...

Everyone living in the possible path of a hurricane knows that we are in the annual Southeastern USA Hurricane Season (June 1 through November 30). Since we all ...

As recently as 2024, about 70 million Americans are actively participating in 401(k) Plans at their place of employment. Percentagewise, recent auto-enrollment ...