Answer this brief (10 question) reader survey so I can answer YOUR questions and help you deal with retirement issues that matter to YOU.
Read MoreWhat will be the next crisis to shock the markets? Syria? ISIL? Terrorist attack? Inflation? HYPER inflation???? How are you supposed to invest wisely for retirement with the world in such a mess?
Read MoreAccording to the Bureau of Labor Statistics, "...baby boomers held an average of 11.3 jobs from ages 18 to 46." It's likely you've accumulated various retirement accounts throughout your career. A common question I get is "Can I rollover my (Insert type of account) to my IRA?"
Read MoreTonight I'll be joining the folks over at the Money Mastermind Show to discuss How much you need to retire.
Read MoreOver the next 18 years, every day 8,000 baby boomers will turn age 65. That's almost 3 million baby boomers per year. Just as baby boomers redefined politics, parenting and work, they are beginning to redefine retirement.
Read MoreA key part of my retirement plan is to raise our children to be INDEPENDENT.
Read MoreRather than a traditional funeral or remembrance event, my sister Barbara insisted on having a “Celebration of Life” picnic. Barbara's choice reflected how she chose to live her life. Upbeat, proactive, intentional, loving, connected. It was a wonderful gift to all of us.
Read MoreAre you a baby boomer getting ready to enter the go-go years of retirement? If so, what is your plan to help care for your elderly parents?
Read More"If my pension from work is enough to live on and still save some, should I take social security at age 62 or 66? Can’t decide whether taking the a 25% cut on my social security benefits to receive it now or wait till age 66 and get the full benefit".
Read MoreEach day, for the next 19 years, approximately 10,000 baby boomers will turn age 65. Still, it just doesn't seem right that the Baby Boomer generation should be called elderly.
Read MoreAt 47, I am taking my health seriously. Some would say too seriously. I use a stand up desk at work. I use small weights when I'm on conference calls. When I sit, I sit on a stability ball. I eat (mostly) healthy. I exercise my mind.
Read MoreToday’s announcement that Amazon Prime will now cost $99.00 annually has me considering not renewing the service. Oh, it’s not the cost of the service. Amazon Prime is a great bargain, even at $99.00 a year. My issues with Amazon Prime are more about me. Amazon Prime helps me overspend.
Read MoreMost of us make decisions based on each opportunity or need as it presents itself. To make smart financial decisions, you need a clear understanding of the “opportunity cost” of other possible choices.
Read MoreIn the beginning, remembering a couple of passwords to online accounts seemed easy. As my online presence grew, so did my list of usernames and passwords. Soon, easy became difficult. Even before difficult turned to unmanageable, I had a security problem.
Read MoreSince 2008, extreme stock market predictions have become big business. Falling for these fear-filled forecasts can be dangerous to your financial health.
Read MoreThe idea of budgeting is valid. It is foundational for creating wealth. It can help you capture excess income for savings, investment or to pay off debt.
Read MoreWhen we bring out the best in ourselves, we bring out the best in others. Last week, a friend died of cancer. When you reach your 40's, these things start to happen.
Read MoreWhen the stock market plunged in 2008, it scared a lot of people. Since then these same people have been looking around every corner for the next stock market drop. That's one reason stock market forecasts are so popular. And it's usually the most extreme forecasts that get the most attention.
Read MoreSimply put, net worth is what you get when you subtract your liabilities (what you owe) from your assets (what you own).
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