Stock markets are at all-time highs in the US. The Dow Jones Industrial Average trails the other major indexes, up only 18% in the past...

Some people like numbers, calculating and figuring. Their brains are wired to look at choices that involve numbers well. These folks...

Two minute video explains how getting old impacts your IRA accounts.

In 1984 a medium sized life insurance company made a portfolio allocation "bet" that caused its trajectory to soar for the next 30-years....

Do you remember the rest of this 1990's marketing slogan and what company made it famous? Of course, you do! This concise slogan ended in...

A syndicated columnist each year writes about how he allows young trick-or-treaters to choose from two treats. One treat is a small piece...

Fixed Indexed Annuities guarantee that you cannot lose money due to market performance. That quality makes them an option for your...

Two retirees recently told me that they are waiting for 8% before they move their nest egg out of the bank. They both mentioned articles...

Right now, may be one of the roughest times that retirees will have to deal with for a long time. The effects of inflation and market...

Imagine you have a Roth IRA, a 401(k) at work and a brokerage account. A fairly typical situation these days. You are 65-years old and...

Beef Amazon Prime Gasoline Haircut Electricity Let me start the list of pain in the wallet. You go next. Who is asking you for more money...

Inflation runs faster than Social Security increases can keep up.

A US Senator commented yesterday that a trillion dollars is a lot of money. He went on to say it's so much money that when put in the...

I know it's asking a lot. Sharing a stranger's idea with one of the most powerful people in American politics. But, it's a good idea. An...

Think this question over- Does your financial advisor really listen to what you say and does he still today have new ideas to improve...

For having almost 40-years in financial services, it humbles me to admit I have no idea what cryptocurrencies are really about. Bits on a...

I only ask because no one else seems to be taking the possibility seriously. Maybe they are all correct and that buying the dips makes...

A little over two years ago we filled up my wife's SUV and paid 69-cents a gallon. Almost 20-gallons for a little over $13. Well, ok, we...

Let me first say to everyone with an IRA: Nothing about recent changes in tax laws has made your IRA less valuable (or less important) to...

Social Security and some pensions increase the benefit you receive to keep pace with inflation. They call these periodic increases a Cost...