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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 [...]

Tax season is officially upon us, and for some of you, there may be some sticker shock when you file your 2019 tax return. Yes, the tax act went into effect in 2018 and for many, it meant that [...]

With the start of a new year and new rules on when you must take Required Minimum Distributions (RMDs) from Individual Retirement Accounts (IRAs), we will examine how this affects many of you and [...]

With stock prices and valuations at near all-time highs, political uncertainty and the upcoming election now may not be a bad time to evaluate your situation if you are nearing retirement or [...]

When purchasing an Exchange Traded Fund (ETF), mutual fund, or individual stock to invest in do not make the classic mistake of chasing returns. In this post, we will examine ETFs and to a degree [...]

Financial planning can be a complicated and confusing endeavor for many. As a Registered Financial Consultant, I am always looking for ways to improve my services on a variety of people I am [...]

If you have children or grandchildren and wish to save for their education expenses efficiently, you will want to look at a state-sponsored 529 plan. These plans are available in every state and [...]

Are you one of the millions of workers whose company does not offer a pension for your retirement? If so, then you will most likely rely on the government’s answer to companies taking away the [...]

If you are a member of Generation Z, here are some money tips from Millennials and Gen X that we have learned the hard way. Yes, you are still young and have the rest of your financial lives [...]

When you retire, it can be a scary proposition for many. Why? They may not have saved enough during their working years, or they may fear that what they did save will not be sufficient for their [...]