Must certified financial planners put their client’s interests first? Recent advertisements by the CFP Board of Standards, the group that...

My mother has always joked that she thinks roughing it is when there’s no chocolate on her pillow at night. Unfortunately, staying in a...

10 financial behavior insights from Carl Richards 1. Be open to having conversation about money. 2. People who are happy understand the...

At this stage of your life, your most valuable asset isn’t youthful vigor or a full head of hair. It’s time. Because you’re decades from...

The 4% rule for safe portfolio withdrawals during retirement is a widely cited rule of thumb, probably because it’s easy to use and...

Financial golden rule: “A 40-hour-a-week job is essential for long-term security.” Status: Busted! When the 2007 recession hit I was...

I thought this was worth sharing….. Steve Today I read a blog by my friend Dave Tomlinson and in it he quoted a poem by Mary Oliver. It...

Don’t be afraid to lose. Just follow your passions and really love your life. Don’t be complacent. #fincon12 — Kylie Ofiu (@kylieofiu)

Interesting. No debt & no FICO score, can get credit worthiness report from ECredible to qualify for a mortgage. #Fincon12 #ignitefincon ...

“Retirement is a euphemism for old age financial independence. But it doesn’t have to wait until you’re old.” -@FinancialMentor #FinCon12...

Q&A: I’m sitting on $1.6 million worth of company stock. Should I sell it all at once or in increments? Q: I’m 64 and plan to retire...

We Have Met the Enemy and He is Us is the title of a 1972 Pogo book written by Walt Kelly. Investors have many unlikely enemies,...

It’s a retiree’s nightmare: outliving the assets in a retirement portfolio. Between historically low interest rates dragging on...

Is Your Retirement Plan at Work Underperforming? Here’s the most likely reason. If the investments in your retirement plan at work aren’t...

Let’s jump off a fiscal cliff. This will spark a new recession in 2013, according to a report the nonpartisan Congressional Budget Office...

A single financial misstep right before retirement can mean the difference between peace of mind and constant money worries in later...

While investors of all stripes have had their confidence in the markets badly shaken, those sitting on a rollover from an individual...

Some very good ideas for closing this out at the end of the summer: Steve ================ Summer is winding down so it’s time to get a...

A very interesting article by Roger Wohlner about the danger of “Financial Clutter”. Steve ==================== When dealing with new...

The Dodd-Frank Wall Street Reform and Consumer Protection Act passed without requiring a universal fiduciary-duty rule. Such a rule would...