It is often reported in the financial media that Boomers are under-saving for their retirement years, and a significant portion of...

In the next few days, many investors are going to see their quarterly performance reports for 3Q of 2015. While we financial planners...

This is an interesting topic, and to be honest, the truth is that even I, a financial pro, hate to budget (gasp!). That’s right, I don’t...

You may not think that financial abuse or fraud can happen to you, but don’t allow yourself to be overconfident. There are too many...

It’s no secret that many Americans are worried about financial security in retirement. Recent surveys suggest that the majority of...

We live in a world that rewards speed. Athletes today need to be faster and more powerful. Service providers must deliver high-quality...

On July 18, 2013, the City of Detroit filed for bankruptcy. This gives Detroit the dubious honor of being the largest US city ever to...

Market Review: June 2014 Written by: Steve Osterink, Jr. By the end of May, the US stock market hit another record high. Now that winter...

Although stocks posted blockbuster returns in 2013, many investors opened their year-end statements and found much more modest returns. A...

Have you ever been promised something for free only to find out that there were strings attached–or worse, that it was a complete...

Stock Market Review: May 2014 Mixed Signals Investors hoped that April would see the US economy pick itself up coming into the spring...

“American business will do fine over time. And stocks will do well just as certainly, since their fate is tied to business performance....

“Knowing WHY is essential for lasting success and the ability to avoid being lumped in with others.”  — Simon Sinek Do you ever stop to...