January 6, 2023
Am I doing it right? Money Management in an Uncertain World
Going into 2023, many people are asking this same question, "Am I doing it right?" That is, are they managing their money right? Because like parenting, you…
September 28, 2022
Bear Market: Are You Losing All Your Gains?
Bear markets in stocks may make you feel like you are losing all their gains. It may feel like you cannot get ahead, so why bother?
January 28, 2022
Caution: Your expectations of stock market returns may be unrealistic
Expected stock returns and outcomes are constantly compared. Unrealistic and unmet expectations often lead to negative responses and consequences.
October 26, 2021
How to Retire Without a Mortgage After Refinancing
How to retire without a mortgage: Multiple mortgage refinances have left many retirees with an extended house payment they would rather not have.
August 20, 2021
How will the increasing national debt affect you?
How will the increasing national debt affect you? Inflation, higher taxes, interest rates, and the stability of currency are all questions.
June 11, 2021
Can you rollover a 401(k) to a Roth IRA?
Can you rollover a 401(k) to a Roth IRA? Understanding the rules and the character of your retirement money is important to make the best decision.
May 3, 2021
How much money do you need to retire?
How much money do you need to retire? Retirement can be the most significant financial transition of your life so your calculation has major implications.
March 31, 2021
Smart Tax Saving Strategies: 4 Key Habits
Taxes might be the biggest expense you pay over your lifetime. Smart tax saving strategies can ensure you pay less taxes over your life. In this post, I am…
February 25, 2021
Are bonds worth investing in?
Interest rates are at historic lows. As interest rates rise, this puts downward pressure on the value of bonds. Are bonds worth investing in?
January 28, 2021
Successful Investing Lessons from 2020
2020 has provided key lessons in how to be successful at investing. It’s a masterclass for those paying attention. Here are four key lessons.
December 30, 2020
California Prop. 19: May Affect Your Children
California's Proposition 19, passed in November, has dramatically changed how you can leave or give California real estate to your children.
September 21, 2020
4 Keys: Avoid letting fear and greed drive your decision-making
It is commonly said that fear and greed drive the stock market, but you should avoid letting fear and greed drive your decision-making.
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