Not a surprise to me! Steve ==================================================== The bull market in stocks turned six last Monday, and...

An excellent, and balanced, discussion of debt from the New York Times.  My belief is that debt, if used judiciously, can be a powerful...

Although I think that Dave Ramsey has helped a lot of people, I think that there are some shortcomings in the advice he gives.  This...

It’s no secret that many financial professionals don’t agree with much of the advice Dave Ramsey gives. This is because his financial...

Some people just don’t deserve the life insurance they have. On every life insurance application process, there is that moment of truth...

The cost to invest in mutual funds is often couched in terms of expense ratios and commissions. These are important structural costs and...

Is the work life juggle driving you insane? The reality of life is that we have a “new normal”. Five trends create this new normal:...

Morgan Stanley suppresses ‘Hunger Games’ video.

he damage that the human body can survive these days is as awesome as it is horrible: crushing, burning, bombing, a burst blood vessel in...

Bullies don’t just torment their victims at school or on Facebook. And they don’t just pick on children—adults can be subject to various...

Many parents don’t talk to their kids about money. As a financial planner, I’m an exception to that norm. My kids would be quick to tell...

Tech world philanthropists star on The Chronicle of Philanthropy’s yearly list Eleven of the top 50 donors are from the tech industry....

A Noble Prize winner had some sobering comments today for hundreds of financial professionals at the IMCA 2015 New York Consultants...

Remember – life is for living! Steve ================================== 1. The News is for Entertainment and Sensationalism Don’t even...

I generally believe that it is NOT a good idea to borrow money from your 401.  In the following article, Roger Wohlner explains why he...

This is a good overview of Health Savings Accounts by Jim Blankenship. Steve ============================== When you have a Health...

Mortgage interest rates are low again and it may be a great time for you to think about re-financing (maybe again).  I think that Rick...

This Article by Jim Blankenship does an excellent job of discussing the value of you r Social Security Benefits and some ideas about how...

A great article from Michael Kay Steve ———————— From Saumya Vaishampayan of the Wall Street Journal:“Stock markets around the world...

Saving 15-20% of your income for retirement can buy you a lot of freedom at a time in your life when you really want it.  Think seriously...