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Financial Planning Magazine Likes Rick’s NAPFA Talk

It’s a myth to think financial planners can motivate clients to change. This topic from Rick’s recent talk at the spring conference for the National Association of Personal Financial Advisors (NAPFA) was cited in Financial Planning magazine. Ann Marsh and...

More on Money and Marriage

Watch this video on YouTube To marry or not to marry? This isn’t a decision to make on financial grounds, but the choice certainly has financial consequences. My column a few weeks ago about laws that provide financial incentives not to marry drew a great many...

Retirement Spending on Safety a Good Investment

Watch this video on YouTube Want to increase your independence in retirement? Save money? Live safely in your own home? Then buy a new car. No, this isn’t a scam or a seedy sales pitch. In certain cases, a new car can be a wise use of your retirement dollars. As...