How Market Volatility Can Derail Your Retirement Plans
The 5 years leading up to retirement through the first 5 years after retirement is the most crucial period that a retiree will go through – in fact, a successful…
Latest Articles
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How to Get the ‘Best Buy’ on Your New Car — Without Haggling
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…
Tax Loss Harvesting: The Basics
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…
Uncle Sam’s Wallet: The U.S. National Debt and Deficit
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…
Sorry…You Can’t Beat the Index. Here’s Why:
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…
Data Breaches – 4 Ways to Protect Yourself
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…
The Password Balancing Act
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…
The Fiduciary Rule For Advisors: What It Means For You
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…
Presidential Candidates and Tax Reform Policies
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…
