June 18, 2026

It is Father’s Day weekend, and hopefully you will be able to spend some quality time with your father or remember him and thank him for all the good advice and wisdom you may have received from him over your lifetime.  Advice from your father and all his experiences can be very valuable, especially with his experiences on money matters.  However, does father always know best?

June 11, 2026

There are two words that start with the letter “I” that every retirement plan needs to account for. The first is invisible. The second is inflation. Put them together, and you have what I believe is the single most overlooked threat to a secure retirement. The cost of living goes up every year.

June 4, 2026

Everyone knows that in order to have a successful retirement in today’s world, you will have to save enough money and save it properly. However, even the best-laid retirement plans can run into trouble in retirement. Why is that? It is because of many potential threats to your plan.

May 28, 2026

Millions of people are moving money into tax-free Roth IRAs to get more tax efficient and in anticipation of higher taxes in the future. Should you do this as well? Well, you need to evaluate all factors before moving money to a Roth IRA.

May 21, 2026

May 14, 2026