How I’m Feeling About Russia and Ukraine Video Transcript: Hey, everyone, I wanted to take a couple minutes before the weekend hit to...

One of my favorite parts of financial workshops is the Q&A. A few years ago, I decided that I would avoid using powerpoint when giving a...

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

Over the holiday weekend, I took up an activity that I hadn’t done in years. I worked on a jigsaw puzzle. The puzzle, a 600-piece global...

Money is a complex language. There’s money knowledge and then there’s the techniques and vocabulary of finance. These financial...

Believe it or not, this will be my second crack at writing this article. After seeing the outrageous reactions that came from the...

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Is it possible for financial planning themes to be at the center of a critically acclaimed film? Most would say, “Not likely.” However,...

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...

Is it possible to apply leadership and life lessons from the military to your financial life? The answer is a resounding YES. I’ve been...

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(Original content written Friday, January 15th to VCA clients) As I was returning from my lunch meeting today, I was weighing out the...

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...

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...

Retirement: The land of hopes and dreams and peace and quiet and blissful adventures, right? For the Baby Boomer generation, retirement...

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...

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...

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...

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...