Expert Articles

The Wall Street Journal printed a great article on a subject close to our heart. Because of decades of experience, we are the ...
Read More

The government’s General Accounting Office (GAO) reports that 48% of people aged 55 and approaching retirement have nothing in retirement savings. That statistic ...
Read More

Conventional retirement savings advice can lead you astray. Instead of following the standard financial advice, buck the conventional and find financial freedom in ...
Read More

How do you pay yourself when you’re retired? When planning retirement investments, there are three approaches used to generate income for retirement: Income-focused ...
Read More

I  get a lot of questions regarding pre- and post-retirement planning, but today I wanted to address one that is most frequently asked ...
Read More

Studies of investor behavior show that the average stock mutual fund returned 9.9% annualized in the two decades from 1991 to 2010.  But ...
Read More

After December’s market plunge and January’s surge, we can forgive investors for feeling whiplash. During times of extreme volatility, it is especially common ...
Read More

Have you ever noticed that most of the people who forecast what the stock market is going to do predict that it will ...
Read More

Warren Buffett is the world’s third richest man, worth over $80 billion, and he made it all from investing. His advice on how ...
Read More

Pay off your debt Consumer debt is expected to reach a record $4 trillion by the end of 2018.  The average family is ...
Read More

IRAs and 401(k) plans were designed to be used during retirement for supplemental income. For that reason, there are penalties for taking money ...
Read More

Here’s some good news: you can positively affect your level of economic success by planning for your future instead of “winging” it. Without ...
Read More

The recently passed Tax Cuts and Jobs Act is the most extensive and far-reaching change to the tax code in more than thirty ...
Read More

With year-end tax planning looming in the next few months, we are bringing you two ideas for donating to charity that could save ...
Read More

A Reader Asks: “Should I use annuities as a temporary investment?” ...
Read More

Do-It-Yourself Retirement Planning? A report recently published by the Federal Reserve Bank on the Economic Well-Being of U.S. Households, discusses what people have ...
Read More

A young professional asks: “I am 27 years old and have finally worked myself into a well-paying job. I want to make the ...
Read More

Financial peace arrives when you no longer have to worry about your income being sufficient to cover your expenses.  It’s a great feeling ...
Read More

From our favorite economist - Brian Wesbury: An entire generation of investors has been misled about interest rates: where they come from, what ...
Read More

Not everyone needs a financial advisor. But if you are not sure about how your financial assets should be invested, if you make ...
Read More

Being in the 24% tax bracket doesn’t mean you pay 24% on everything you make. The progressive tax system means that people with ...
Read More

Focus your goals in retirement and how you will pay for them. Address your concerns and expectations for retirement. Identify things that could ...
Read More

Some of the most progressive companies are introducing a new employee benefit: company-paid financial guidance. Concerned about their employees’ retirement funds, and acknowledging ...
Read More

In 2017, the oldest baby boomers, who turned age 70 in 2016, reached the required beginning date (RBD) for taking withdrawals from traditional ...
Read More

A study by the Charles Schwab brokerage firm found that people with a written retirement plan are 60 percent more likely to increase ...
Read More