Really, I don’t want to be doing this. I just want a fact-based discussion on retirement income security, so we can fix what needs fixing…
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Black and Latino workers, along with those of other or multiple races/ethnicities regularly have significantly less money in retirement savings…
If “Failures are finger posts on the road to achievement,” as C.S. Lewis suggested, my opportunities for achievement are many.…
Our country has valued hard work from our founding as a nation. The Puritan work ethic shows itself everywhere. Most…
I’ve got good news: You’re antifragile. We, as humans, are antifragile. And our financial plans can be, too. Have you…
Estate planning sometimes addresses the special needs of lesbian, gay, bisexual, transgender, and queer (LGBTQ+) people, or those who have…
Those online senior living referral services are getting a lot of attention these days. And not in a good way.…
Adult son of a real estate investor began to notice that his father, Wealthy Dad (WD), was slipping. WD was…
It takes a lot of money to be financially secure in old age. Federal Reserve data suggests that to be…
One of the most common emotions connected with money isn’t excitement, fear or even uncertainty. It’s ‘shame.’ This shame around…
Since I have been a Roger Federer fan for decades, I was eager to watch the new documentary Federer: Twelve…
When you receive Social Security retirement benefits while working, you could run into one of the more complicated and confusing…
Roger Federer played 1,526 singles matches throughout his career and won nearly 80% of them. However, he recently revealed that…
Medicare beneficiaries need to know the changes taking place in in 2024 and 2025. The changes begin with the inflation…
Rhode Island made news this month when it became the twentieth state to establish a state-facilitated retirement savings program and…
Do you have a friend who you could call in the middle of the night? Or even help you move…
Every great financial advisor has heard some version of the following from a client or prospective client: “I wish I’d…
This article is for those individuals who are single and have never been married. Most articles written about Social Security…
Retirement waits for no one; it's coming fast for the youngest Baby Boomers and oldest Gen-Xers. The stark reality is…
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