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Market Worries–Some Perspective Is Needed
(Original content written Friday, January 15th to VCA clients) As I was returning from my lunch meeting today, I was weighing out the...
Jan 20, 20164 min read


Should Your Kids Inherit Your IRA?
It is often reported in the financial media that Boomers are under-saving for their retirement years, and a significant portion of...
Nov 23, 20159 min read

Are You Lost in a Sea of Information?
One of the most difficult things about the internet is the constant deluge of information. I heard it said very recently that one of the...
Oct 27, 20154 min read
Why Is Budgeting So Hard?
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...
Sep 24, 20154 min read

7 Reasons Why Clients Fail At Retirement
Retirement: The land of hopes and dreams and peace and quiet and blissful adventures, right? For the Baby Boomer generation, retirement...
Jul 10, 20159 min read


Can Your Retirement Survive a Low Return Environment?
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...
May 26, 20156 min read


How to Protect Yourself from Financial Scams
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...
May 1, 20156 min read


HOW TO GET THE MOST OUT OF YOUR 401k RETIREMENT PLAN
It’s no secret that many Americans are worried about financial security in retirement. Recent surveys suggest that the majority of...
Apr 10, 20156 min read


Retirement Focus: It’s About Cash Flow
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...
Feb 6, 20154 min read


Will You Have Retirement Regrets?
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...
Dec 11, 20145 min read


The Higher Investment Fees You Might Be Paying
The issue of investment fees and expenses for investors today has become a hot topic in both the media and in the financial industry. I...
Oct 21, 20145 min read


7 Ideas to Consider before taking your Pension as a Lump Sum
Workers with substantial pension benefits are becoming the white whales of the retirement planning community. Since the dawn of defined...
Oct 15, 20146 min read
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