Lately, my favorite conversations with clients are about the “good old days” of high interest rates. One client remembered questioning whether she should accept 11% on her bank’s CD, or...

In this day and age of retirement planning most people realize they will need at least a million dollars in savings to maintain a suitable standard of living throughout their...

Music is one of the purest forms of communication because of its ability to effortlessly evoke emotions and immediately connect people to a time, place, or situation. Music also defines...

A 55-year old concerned investor called asking what she should do inside her 401(k) to keep her life savings from disappearing … again. Not that investors needed another reason to...

Are you saving enough? When should you claim Social Security? Is your asset allocation sound? Look to these free web calculators for answers. These days you can find retirement planning...

It’s that time of the year again. When grown men and women all across America gather together, sporting team gear and player jerseys in the timeless tradition of drafting the...

The reality is 401(k)s aren’t designed for investing, they’re designed for saving. This is important for those with a large retirement account balance with an employer because this precious asset...

Whether you recently moved to all cash, received a recent buyout offer, or just need a place to hold your retirement income or property taxes for the next year, one...