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After nine years of commuting, carpooling, field-tripping, road-tripping, and day-tripping in my trusty old SUV—not to mention more than a few spilled milkshakes, muddy feet and sandy beach towels—I was…
After my wife and I submitted our income taxes this year, we sat down and uncorked a bottle of Roc’h Avel Clos De L’elu. Our taxes were a little more…
The Congressional Budget Office (CBO) announced that it projects the U.S. federal deficit to surpass $1,000,000,000,000.00 a year starting in 2020. Yes, that is 1 trillion dollars! This annual deficit…
Are you one of those investors who thinks you can beat (or even match) the performance of an index over an extended period of time? In reality, you can’t…ever. During…
As most of you are aware, Equifax recently announced that a data breach occurred in which as many as 143 million U.S consumers may have been affected. Given that the…
Cybersecurity versus Memory: How To Make Great Passwords I’ve been thinking it’s time for me to reset all of my passwords (supposedly, we should do this at a very minimum of…
In 2016, the Department of Labor (DOL) issued new rules expanding the fiduciary standards of care to all advisors who manage clients’ retirement accounts. These new rules were designed to…
The soap opera of the 58th quadrennial U.S. presidential election is nearing an end (I hope), and on November 8th we will be casting our votes for the next commander…
Whether you are still in the planning stage–or already retired–here are seven important questions to ask yourself to help increase your odds of a successful retirement.
