
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…

RETIREMENT CATCH UP: MAKING UP FOR LOST TIME
After having worked so hard and having “followed the book”…

FINANCIAL PLANNING AND YOUR SUMMER VACATION
Vacation, all I ever wanted Vacation, had to get away Vacation,…