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July 20, 2016

Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there's no foolproof way to handle the ups and downs of the stock market, the followi...

June 16, 2016

I am always looking for new ways to explain financial concepts. Earlier this week, a client used the phrase “avoiding the shell game”.

This analogy is a great description of how most people handle their day-to-day cash flow. They get paid, pay some bills, buy some groc...

June 9, 2016

So you've decided to get serious about your finances and are considering hiring a professional adviser to help you out.  Here are 5 things to consider as you evaluate your options.

1. Experience

Believe me, I cringe when I think about some of the mistakes I made in...

April 12, 2016

When Congress unexpectedly eliminated two Social Security claiming strategies as part of the Bipartisan Budget Act of 2015, retirement planning got a little more complicated for people who expected to use those strategies to boost their retirement income. Here are some...

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