Family & Estate Planning
The Biggest Retirement Planning Mistake
A recent report that studied the 401(k) savings habits of millions of...
Why You Should Seriously Consider a Roth 401(k)
You know I love, love, love Roth IRAs. One of the prime reasons being that...
Three Steps to Guaranteed Financial Independence
As a nation we set aside one day a year to formally celebrate our...
How to Get the Most Out of Social Security
Your Social Security retirement benefit is one of the most valuable pieces...
Avoid This Common and Costly Insurance Mistake
If you have a low deductible of just $250 or $500 on your homeowner or car...
Life Insurance Made Easy. Really!
Life insurance is such a difficult financial hurdle for so many of you....
Long-Term Care Insurance Update
I have said over and over again that as you enter your late 40's to 50's...
Same-Sex Marriage Ban Ends in Florida
Last night KT and I were lucky enough to get to go to the courthouse in Del...
Let’s Not Sell Young Retirement Savers Short
A recent paper from the influential Research Affiliates investment...
What Baby Boomers Are Getting So Wrong About Retirement
Listen up my 60 something friends (and those of you heading to that...
Karma Is Not A Negotiating Tool
I am a big believer in karma. But to suggest that good karma should be the...
