When it comes to having enough money to fully fund retirement, 67 percent of working Americans believe they are losing ground. If you share those concerns, you have a few choices: You can give up. You can buy more lottery tickets. You can hope for the best. You can...
The annual cost of cybercrime to the global community is more than $4 billion. -Mark Rutte Concerned about the Equifax breach? Most likely it affected you, as it has most people. First and foremost, don’t panic. As a CERTIFIED FINANCIAL PLANNER™, I’m going to...
Think your martini's the only thing on the rocks? Think again. Now, thanks to a recent executive action, the unified fiduciary standard might be too. What does it mean to you? I know you’ve heard this, but there are financial advisors (like me) who act as fiduciaries...
Ladies, listen up! Stop allowing yourselves to be treated like second-class citizens! More to the point: stop behaving like a second-class citizen. There’s more to women’s rights than equal pay and control over your reproductive organs. What about the fact that we, as...
Economic inequality is a tough subject for people to resolve for themselves. And billionaires, especially the world's 8 richest men, are often seen as unsympathetic characters. So it’s no surprise an article that originated with Oxfam, titled “The World’s 8 Richest...
It probably doesn't surprise you that there are many reasons not to buy real estate before marriage. If you're single and not in a relationship or cohabitating, this article isn't for you. But if you're considering purchasing a house with your SO, read on... The data...
It’s December, and most of us are taking time to not only reflect on the past, but also plan for the future. As you consider your lessons from 2015 and how life will be different in 2016, one of the most important things to discover is the power of productivity. We’re...
Fall 2017 is less than a year away. Are you armed with strategies to pay less for college? If you want to know how to pay less for college, there are some little known secrets you should pay attention to. It’s easy to get caught up in your child’s senior year...
The big day is nearly here. The United States’ long-running 2016 election spectacle is lurching toward its final week and you have probably found yourself wondering what the 2016 Presidential election will mean for your investments and your money. After all… The...
I'm proud to say that Dr. Markowitz sits on my Investment Committee and that his significant knowledge of the financial markets contributes directly to my client portfolios. This article is adapted and re-printed, with permission. How To Lose Money by Harry Markowitz,...
