Coping with the new inflation
Q: I don’t know if it’s just me, but my paycheck doesn’t seem to go as far as it used to. The government says inflation...
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Is Bitcoin good money?
The ongoing saga of bitcoin continued this week as tiny El Salvador became the first country to officially recognize...
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Don’t neglect the softer side
One of the best parts of being a financial planner is helping people find meaningful answers to important life questions...
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A new way to think about portfolio income
Q: I have been working and saving for retirement for the past 50 years. My goal was to retire once I had a million...
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Getting smart on the new rules for 401(k) rollovers
If you read the financial press, you have surely read that many Americans are woefully unprepared for retirement...
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Protect yourself from cyber crooks
COVID has pushed American adults further into cyberspace. According to the Pew Research Center, 85 percent of American...
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Time to prepare
I just read a book called, One Second After by William Forstchen. It isn’t a new book, but I found it to be very thought...
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Some thoughts on Bitcoin
Q: I almost hate to ask you about this because I know you probably won’t like the idea, but I’m thinking about putting...
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Learning from Peter Thiel’s Roth IRA
Last month, the website ProPublica broke a story about Peter Thiel’s $5 billion Roth IRA. Personally, I found the...
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How much life insurance do I really need?
Q: My sister-in-law just recently got her license to sell life insurance and suddenly it seems that every problem in the...
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Health Savings Accounts: A Smart Way to Save for Retirement
Q: I contribute every year to a health savings account and use it to help pay for medical expenses before I reach my...
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Why leveraged ETFs may not be what they seem
Q: I have been looking at investing in a 3x leveraged ETF after my friend said he made a killing in them this past year...
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