Retirement Recap.

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…

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?

Expected stock returns and outcomes are constantly compared. Unrealistic and unmet expectations often lead to negative responses and consequences.

How to retire without a mortgage: Multiple mortgage refinances have left many retirees with an extended house payment they would rather not have.

How will the increasing national debt affect you? Inflation, higher taxes, interest rates, and the stability of currency are all questions.

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.

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.

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…

Interest rates are at historic lows. As interest rates rise, this puts downward pressure on the value of bonds. Are bonds worth investing in?

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.

It is commonly said that fear and greed drive the stock market, but you should avoid letting fear and greed drive your decision-making.