Articles Questions
Running Out of Time on Debt
Shhh … don’t tell anyone: We can’t repay our debt! Also, the emperor has no clothes. It’s the same story:...
Fund Fees Cost Your Fortune
Your financial adviser may make as much money from your retirement account as you do! That’s what happens when advisers...
Diamonds are Forever — So Buy Carefully
Perhaps it’s the afterglow of the royal wedding, or maybe because June is the season for brides. But our attention...
Money Moves Markets
Interest rates are rising. The price of Brent crude oil edged over $80 a barrel for the first time in...
Muni Bond Markups Revealed
A new era in buying and selling municipal bonds started this week. FINRA, the securities industry self-regulatory agency announced it...
Mother’s Day: Help Mom with Finances (Dad, too!)
In the season of Mother’s Day and Father’s Day, there’s more we should do than send a sentimental card or...
Senior News: Medicare Cards & Healthcare Costs in Retirement
If you’re one of the 44 million Americans who are covered by Medicare, be on the lookout for your new...
How to Buy Treasury Bills (and earn more!)
Short term interest rates are rising – and that has the stock market in a tizzy. After all, who needs...
When Annuities Work
Annuities have gotten a bad name because of the high-pressure, “free-lunch”, sales tactics many agents use to sell fixed-index annuities...
Think Twice About Fixed Index Annuities
It seems the hottest topic in financial advice these days is Fixed Indexed Annuities. The pitch promises asset protection on...
Vote Proxy for Diversity
It’s proxy season. As America’s public companies send out their annual reports, and ask you to vote your shares in...
Financial Aid Award Letters
In the coming weeks, millions of college freshmen will know the joy of acceptance and the agony of money as...
Investors Beware — Fiduciary Rule is Dead
Investors beware! An appellate court just ruled that the Fiduciary Rule is dead – before it was even fully implemented...
Investigate Your 40l(k)
After nine years of a bull market, your 40l(k) retirement plan is likely your largest financial asset, perhaps even dwarfing...
Don’t Get a Tax Refund
Everyone loves getting a tax refund. That’s strange, since a refund means you’re essentially getting back your own money. A...
Plan for 2018 Taxes Now!
As you settle into the project of doing your 2017 taxes, it’s a good time to look ahead to the...
The Dollar and Your Future
We live in dollars, spend in dollars, and make financial plans in dollars. But what will your dollars be worth...
Your Risk Appetite
The Stock Market is Getting Interesting! Just when you thought you had it all figured out -- hang in there...
Acorns Online Financial Education
One of my favorite financial websites is Acorns.com. There you can register your credit and debit cards, so that all...
Long Term Care Insurance — The Latest
We’re all getting older. And it’s much better than the alternative. But the greatest fear of retirees is running out...