It may seem like a waste of time, digging through your records, faithfully documenting your Roth IRA contributions when you file your tax return each year.  There’s no immediate tax benefit, so why bother? There are 3 compelling reasons to be diligent about this...

A wise friend recently asked me: “What should I be doing now to prepare for the next economic recession?”  Whether you think the next downturn is nearly upon us, or is still years away, this is an excellent question to ask.  Having lived through several...

If your New Year’s Day list includes these 3 things: Nurse a hangover Take down holiday decorations Return gifts you’re probably not alone.  But what about doing something different, something that could actually improve your future life? Here are 3 smart and...

This has got to be one of the most important, and often one of the most difficult, questions that I am asked.  Couples have a unique opportunity to build a bright, positive future together, with the power of TWO, rather than one.  But how do you do that?...

Last month, we discussed the 5 key questions to consider when nearing retirement.  These covered the areas of health care, housing, lifestyle, and family.  This month, we’ll get down to the question of income, the next important part of this adventure. The...

Ever wish you had a friend who had successfully retired and could tell you what you need to do?You’re not alone.  After helping clients to retire successfully over the years, I’ve observed there are some common, practical steps that help lead to a smooth...