Expert Articles

The Real Value of Financial Advice

Most investors who retain an elite financial advisor would agree that the value far exceeds the cost. They simply do not have the ...

The Most Appropriate Investing Style for You

“Be fearful when others are greedy; be greedy when others are fearful.” The above quote is attributed to “The Oracle of Omaha,” Warren ...

Universal Rules for Retirement

We have written a lot about retirement because it’s critically important for so many people. We have years of experience getting people prepared ...

How Much Do I Need to Save Every Month to Retire a Millionaire?

In theory, $1,000,000 saved for retirement should allow you a pretty decent lifestyle during your golden years. Getting there is not nearly as ...

8 Tips for a Better Retirement

1. Think about what you’ll do after retiring. Today’s average age of retirement is 62. Remaining life expectancy at age 62 is over ...

8 Steps to Choosing the Right Financial Advisor

Here are several important steps and considerations when it comes to choosing the best financial advisor for you. 1. Hire an advisor who ...

Why Does The Average Investor Lose So Badly?

The average investor significantly underperformed the market in 2018. Bad decisions caused the average U.S. investor to lose roughly twice as much as ...

Warren Buffet and The Circle of Competence

Warren Buffett is known as “The Oracle of Omaha” and for being the third richest man in America because he knows his circle ...

The Similarities Between Health and Wealth

Physicians have attributed poor health to diet since at least the times of Hippocrates and Galen. The authors of a comprehensive study published ...

The Ups and Downs of the Stock Market

Volatility is the price investors pay to get rich. From 1989 through 2018 the Dow Jones Industrial Average (DJIA) generated an average return ...

What To Do When the Spouse Who Handles the Finances Dies First

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

How Unsteady Is Your Retirement Strategy?

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

Debunking 7 Common Misconceptions About Retirement

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

Strategies for Generating Paychecks During Retirement

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 ...