Even smart, successful couples can make retirement planning mistakes — especially when life is busy and retirement still feels like it is years away.

I have had 1000s of conversations about retirement and retirement income planning. Here are a few things I can confidently tell you...

When I was a freshman in high school, I decided to play football with the 9th grade team. I’ll admit now that I was doing it for personal...

“Let’s play old guys versus young guys,” I said to the group. I always like to watch the younger guys’ eyes light up when I utter this...

Jay and I had a chance to visit and discuss some ideas about real estate investing. I hope you enjoy the video. I’ve also included a...

My first football practice in high school was nothing like a traditional football practice. There were no helmets or pads. No one was...

The coronavirus is still very much with us, as is much of the economic dislocation created by the resulting lockdowns. An interesting...

What a finish to 2017!  As unlikely as it may have seemed at times, the Republicans pushed through their tax legislation. I promised that...

A special note from 2020–There is no shortage of opinions when it comes to how to prepare and plan for retirement. While I believe that...

The world of investing hasn’t been much fun since May/June of 2015. Last year, the stock market experienced its first real correction in...

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...

What kind of retirement income can you expect if the stock market doesn’t produce the types of returns you’re anticipating? It’s no...

I was recently having an in-depth conversation with one of my clients, and he said perhaps one of the truest statements I’ve ever heard...

I can still remember the first time I heard a “Retirement Regrets” conversation. It was almost 4 years ago, and my wife and I were...

Workers with substantial pension benefits are becoming the white whales of the retirement planning community. Since the dawn of defined...