Latest Articles

After working in this industry for over 25 years, I notice that the same questions are frequently asked by clients that are preparing for this next chapter in their life….

Last week, my homeowners insurance company (which most of you know for their annually billed automobile towing service!) called to inform me that my annual premium would be doubling. I…

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…

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…