While most of us don’t intend to short change our retirement savings, competing priorities and unexpected expenditures can often get in the way of consistent retirement saving. An easy way to help fund your IRA is to have your tax refund deposited directly into...

As I’m writing this, the Dow jones Industrial average is pushing towards 20,000!  I have no idea where it will be by the time you read this and it doesn’t matter.  What does matter is that, at this moment, emotions are running high and...

It’s hard to believe that 2016 is over.  Aside from the February correction, fluctuating oil prices, or the UK’s decision to leave the European Union, 2016 was boring for investors.  Then the election happened bringing with it the ‘Trump Rally’ for the stock market....

Quarterly reviews of stock and other investment performance are abundant these days.  Business newspapers such as The New York Times and Wall Street Journal run quarterly rankings of performance against which investors can compare their holdings. While there’s nothing wrong with this approach to...

Many people who were once married or in a committed relationship are faced with managing finances alone at some point in their lives. Unfortunately, the first time many individuals experience handling complicated financial matters is during a personal crisis following the death or divorce...

Every adult, regardless of age or wealth, should have an estate plan. Good estate planning allows you to control the transfer of your wealth to your loved ones and the charities that are important to you while reducing estate taxes that may be owed...