Don’t Have A Retirement Plan Yet? Here’s Where To Start

When it comes to retirement and planning, I’ve heard them all: “I love what I do. I can’t imagine doing anything else.” “I’ll never have enough money to retire, so I’ll work until I die.” “I have no hobbies, so I might as well work.” “I’d be bored outta my skull if I didn’t work.”… Continue reading>

7 Decisions That Can Lead You to Financial Misery

“Fake” news: One of the most controversial and trending topics to discuss today. Who is trolling whom— and what is the real agenda behind all those stories that you see on social media? When it comes to making money decisions, you need to decide what advice is real or fake—or be able to see the… Continue reading>

A Financial Warning: If All You Have Is a Hammer, Everything Looks Like a Nail

We are surrounded by articles, advertisements and enticements prompting investors where to find the best yield, the best returns, the best investments, the best everything. And who doesn’t want the best? It seems you are always "a mere click away" from finding the highest yield on a money market fund, the lowest rate on a mortgage,… Continue reading>

Big Banking Thinks You’re An Idiot (Or A Frog)

  Have you seen the new Bank of America/Merrill and UBS Wealth Management ads? They’ve painted a lovely picture of themselves as people you can trust to talk about financial life management, helping consumers understand financial trade-offs and the general business of specific financial advice. Wait! Aren't these the same firms that have been steadily… Continue reading>

When “Touchy-Feely” In Finance Is A Good Thing

Ever hear the words “touchy feely” to describe a financial planner? It tends to tick me off since it often comes attached to an “ick factor” that implies something inappropriate or at least completely uncomfortable. Here’s the thing: many financial planners have erected for themselves a secure platform above the fray, from where they can… Continue reading>

10 Warning Signs Your Investment Advisor Is Leading You Astray

You know the old joke. How can you tell when a politician is lying? Their lips are moving. Of course, this isn't true of every politician—is it? But it should be a warning to exercise a rational level of skepticism when listening to the practiced words of those schooled in convincing others for a living.… Continue reading>