January 11, 2022

20 Tips to Improve Your Financial Health in 2022

Happy New Year! I’m going to help you make it even happier by improving your financial health. New Year’s is a time when many people vow […]
December 15, 2021

Is Investing for Income Right for Me?

When you buy clothes, you make sure they fit first. Why not do the same with your financial plan? As I’ve said many times, in my […]
November 30, 2021

Market Update!

A soaring stock market, soaring inflation, up-and-down interest rates. What do we make of it all as 2021 comes to a close, and what does it […]
November 4, 2021

Scary Facts About Retirement

Sure, ghosts and goblins are scary, but in some ways there’s nothing scarier than retirement. It’s that spooky time of year again. But when it comes […]
October 8, 2021

What’s Driving Wall Street’s New Nervousness? Lots!

Last month, I identified several issues that could shake up the markets this fall, and they’ve been shaking them. However, new issues have also emerged. Entering […]
September 27, 2021
personal-finance

Personal Finance Primer

Working with the right professional is important, but financial success starts at home. Even the best financial strategy can be undermined by bad habits. The good […]
September 8, 2021

The Dangers of Following Cookie-Cutter Financial Rules and Strategies

It’s important to understand why it’s dangerous to follow cookie-cutter solutions with regards to financial investments. This comes as a response to the common occurrence among […]
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