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Month: August 2019

Have Your Investing Cake and Eat It Too?

Watch this video on YouTube “You can’t have your cake and eat it too.” As sensible adults, we understand cognitively the truth of this old adage. If there’s a piece of cake on my plate, and I eat it all today, I won’t have any cake left...

Money Magazine Author Names “Scrooge” to Best Books List

On Tuesday, Martha C. White of Money Magazine published an article entitled The Best Books to Help You Pay off Debt, According to Finance Experts and we are honored to announce that the book Rick co-authored “The Financial Wisdom of Ebenezer Scrooge” was...

When Parents Can’t Say No

Watch this video on YouTube “Pleeeeeze?” Your nine-year-old daughter has spent her allowance but is begging you to buy her a toy she “just has to have.” “I really will pay you back this time. I promise.” Your 30-something son,...

Annuities Do Not Belong In 401(k) Plans

Watch this video on YouTube Several weeks ago I wrote about the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which will reform various aspects of US retirement laws. The Act was passed by the House in May and is currently stalled in the Senate....