YOM KIPPUR, TIME FOR FINANCIAL SOUL-SEARCHING
“I read and walked for miles at night along the beach, writing…
BEWARE OF RETIREMENT RIP-OFFS
As time marches on and the generation of baby boomers approaches…
RETIRED ABROAD? YOUR U.S. BROKER MIGHT DUMP YOU
I was recently at a wedding, surveying the dessert table, when…
YOUR ADVISOR AS FINANCIAL COORDINATOR
I recently met with a financially comfortable married couple…
RISK TOLERANCE AND INVESTMENT OBJECTIVES
When you read a personal-finance article, have you ever wondered…
RETIREMENT INVESTING: QUESTIONING CONVENTIONAL WISDOM
Often, people have a habit of accepting certain mantras as truth,…
DO IT YOURSELF INVESTORS: THE COST OF DOING NOTHING
Imagine the following situation: I recently met with a couple…
INTERVIEW ON TRADESTREAMING RADIO
Listen to my interview on Tradestreaming Radio, with Zack Miller,…
DIVIDEND STOCKS: A KEY BUILDING BLOCK FOR A RETIREMENT PORTFOLIO
The financial media is full of retirement advice. Avenues to…
HAVE ENOUGH TO RETIRE - AND HELP YOUR KIDS?
I recently met with an older couple who wanted to know if they…