If something's not working for you...
When you spend different dollars in retirement can have an impact.
Will this latest legislation help secure YOUR retirement?
Happy New Year! First, my thanks to each of you who replied to my last email and shared your happy memories of 2022 and what you’re most looking forward…

December 2022

Merry Wednesday! Christmas is just a few days away, and I want to wish you, your family, and your friends a very Merry Christmas and a Happy New Year…
As we hurtle headlong toward the beginning of a new year, there’s still a little bit of 2022 left. With this in mind, here’s a checklist you might find…
Happy Wednesday! So just last week I wrote about security, especially as it relates to your personal information and identity. And how's this for…

November 2022

Happy Wednesday! Today is National Computer Security Day. Which means it's a great day for a few reminders: Always use strong passwords and change them…
Happy Wednesday! As we all put on our stretchy pants and loosen our belts for Thanksgiving in the US tomorrow, I wanted to take a moment to say thank…
Happy Wednesday! As I've written many times before and will write about many times in the future, financial planning is all about making choices. Heck…
Happy Wednesday! Did you know that you likely have a silent partner in your retirement planning? Yep, that's right... Whether you're single, married…
Happy Wednesday! Elizabeth and I don't mind cooking, but it's not something we relish. Actually, it's not even the cooking... mostly it's the cleanup…