I work with people of all ages, income levels, retirement timelines, and goals. There is one commonality though, and that is everyone wants to save enough so they will not run out of money d... Read more

Inflation has been very low and stable for the last 50 years, but the recent rise in consumer prices has many predicting that we are entering a period of inflation. The last time we experien... Read more

If you have spent any time reading about the principles of investing, you have undoubtedly come across the concept of diversification. We are all familiar with the adage of “not putting all... Read more

Income taxes are one of the biggest expenses we incur. We try to minimize the amount owed by looking for ways to reduce our taxable income. During our working years it is important to strike... Read more

Interest rates have been at historical low levels and even with the recent increases, the 10-year treasury yield is still only at around 1.65% as of this writing. With rates at this level an... Read more

As investors, we all know we are accepting some level of risk when we put money into the stock market. Some of us struggle with the market ups and downs and wonder if there is any way to red... Read more

In the last six months, I am sure you have seen the monthly interest income in your savings account dwindle down to almost nothing. This is because earlier in the year the Federal Reserve Ba... Read more

There are many things to think about when you are nearing retirement, and one important matter is coming up with a portfolio withdrawal plan. Retirement income planning can be very complex b... Read more