Don’t Let Travel Sidetrack Your Other Financial Goals
Many of us enjoy travel. It’s fun! But how do we keep it from taking away from our other financial goals?
The 3 Solutions To Retiring Too Early
What are the 3 things to do if your early retirement is at risk of running out of money?
The 4 Cornerstones of Financial Literacy
The 4 books you must read to keep from making mistakes with your investments.
Financial Planning Process
What are the 8 steps to any financial planning engagement with a fee only Certified Financial Planner (TM)?
Presidents and Stock Market Performance: Any Correlation?
Alot of focus is on a presidential candidate’s possible effect on the stock market. But is there any actual impact?
Reverse Mortgage as a Qualitative Estate Planning Tool?
Home Equity Conversion Mortgages (‘Reverse Mortgages’) have been widely used as a method for tapping home equity as part of a retirement distribution strategy. But how about for estate planning?