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Passive Investing, Like Buying Used Cars, Is Wise Strategy

Need a car? Buy used. It’s what I always do. My sweet spot is a low-mileage vehicle two or three years old, which I routinely can find for 25% to 35% less than the original cost. I recommend this strategy to my clients, staff, and friends. If everyone followed this advice, you’d think the approach […]

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More IRA Mistakes to Avoid

Last week I discussed two critical IRA mistakes, based on information I learned from Jeff Levine of Fully Vested Advice, Inc., at the 2018 spring conference of the National Association of Personal Financial Advisors. This week I will cover three more. 1. Failing to understand beneficiary options on inherited IRAs. You may well be among […]

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How To Talk Retirement With Your Spouse (Forbes)

If you’ve never talked about retirement with your spouse, you’re not alone. But it’s a crucial conversation if you want your retirement dreams to become reality. Andrea Coombes recently wrote the article “How to Talk Retirement With Your Spouse”, featuring Rick Kahler featured on Forbes.com. 

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