What is it about the word “downsizing” that creates a feeling of dread in most of us? Is it all the decisions that need to be made?

What can we learn about retirement planning from the jerseys that players wear while playing sports? Actually, we can learn quite a bit…

You have done well in life. You’ve saved enough money to last you the rest of your life and then some. That was your first goal.

Sounds ominous, doesn’t it. And if you’ve read the last book of the Bible, called the Book of Revelation or the Apocalypse

Today’s thinking is that there is a good chance you could be retired for 30 or more years!

When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is or take it with you?

In this article I want to talk about investment mindsets. Specifically the importance of moving away from a “Growth” only mindset to an “Income” mindset with your investments in retirement. Ask yourself the question, “Am I Investing for Growth or Income?”

I recently read a Bloomberg article called “Mom and Pop Sit Out Rally, With Stock Exposure at Six-Year Low.”

For most people, it is not hard to come up with ideas for New Year’s resolutions—things like starting an exercise program, eating healthier, reading more books, or getting more sleep. The key is knowing HOW to make those things happen.

Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do.