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As a Registered Social Security Analyst and a Registered Financial Consultant, I know that for many people approaching retirement Social Security is a major issue and concern. For those of you [...]

If you are a Gen X or Millennial, you are not immune from needing to think about your retirement savings and financial planning. In fact, for Gen X, it is a little late but later is better than [...]

If you have an overall positive net worth or have a high net worth, you need to consider obtaining a liability umbrella insurance policy. Why? Medical bills and damage to property can go into the [...]

Right now, we have seen the stock market for the most part crash as never before. We are in the middle of a global pandemic fighting COVID-19. Oil has gone negative in its pricing in recent [...]

Things are still very uncertain in the markets, with COVID-19 still being extremely disruptive in most of our society and the society at large throughout the world. I am hoping that you did not [...]

With the uncertainty in the markets, it is not a time to panic. It is time to consider buying quality dividend-paying stocks. While I am going to mention several dividend-yielding stocks in this [...]

Do you have an Individual Retirement account (IRA)? Do you need to access that account and are not yet 59 ½ to avoid the 10% penalty imposed by the IRS? If you answered these two questions, there [...]

With the recent turmoil in the markets, let us take some time to rethink what we need to do. Are you like so many right now, worried about the coronavirus? Are afraid that it will cause the [...]

If you read my posts with any regularity, you are by now aware that I am a big advocate of people preparing early for their retirement. In fact, the sooner you start, the better off you will be [...]

When to elect to begin your Social Security benefits can be challenging in the best of times. I highly recommend you seek the advice of a Registered Financial Consultant or a Registered Social [...]