How to Get the Most Out of Social Security
Your Social Security retirement benefit is one of the most valuable pieces of your retirement plan. Not only will it likely account for a large portion of your…
Family & Estate Planning
How To Marry Your Finances
It’s no secret that money can be a serious wedge issue for couples. Survey after survey reports that when couples argue, finances are often at the heart of…
Avoid This Common and Costly Insurance Mistake
If you have a low deductible of just $250 or $500 on your homeowner or car insurance policies I want you to listen up right now. You need…
Life Insurance Made Easy. Really!
Life insurance is such a difficult financial hurdle for so many of you. You’re either queasy about pondering the need for it in the first place, or you…
Long-Term Care Insurance Update
I have said over and over again that as you enter your late 40's to 50's you should look into buying long-term care insurance. But looking and buying…
Same-Sex Marriage Ban Ends in Florida
Last night KT and I were lucky enough to get to go to the courthouse in Del Ray Fla to participate in the first gay marriage ceremonies. Read…
Let’s Not Sell Young Retirement Savers Short
Let’s Not Sell Young Retirement Savers Short A recent paper from the influential Research Affiliates investment management firm (more than $140 billion in assets managed) takes the provocative…
What Baby Boomers Are Getting So Wrong About Retirement
Listen up my 60 something friends (and those of you heading to that milestone soon) we need to have a talk about your retirement planning.
Karma Is Not A Negotiating Tool
I am a big believer in karma. But to suggest that good karma should be the lynchpin of managing your career is not just wrong, but dangerous.