Most investors share the same goal of long-term wealth accumulation. But some folk have no problem watching their investments bounce up...

It sure is fun to see the positive returns of a bull market.  But, if you are cringing at the sight of significant downturns and losses...

Once a year I go to the doctor for my annual physical. Once a year I bring my car to the local mechanic for a tune up. And similarly, at...

The early bird gets the worm, right? That’s how the saying goes, and with saving for retirement, nothing could be more true. I started...

During the holiday season, achieving mind and body balance can feel even more daunting than usual. The burning question remains…how do we...

“Millennials appear to understand more than any other generation the importance of creating a sound financial plan, yet are the least...

copyright by Joe Raedle, Getty Images As part of the enforcement of a 2015 law passed by Congress, hundreds of thousands of Americans, at...

Ever get the feeling you’re not saving enough to meet your retirement income needs? You’re not alone. The Employee Benefit Research...

In some cases, maybe you should be. Clients may be surprised to find out that they have more in common financially with professional...

More young people are taking care of their parents and grandparents, sometime putting their lives and careers on hold. Our society is...

Despite years of trying to improve the 401(k) system, American retirement policy has not managed to address the scary problems we have...

Watching the Olympic games is inspiring, motivating and can be downright addicting. Now that the Games are over, take the opportunity to...

Pensions are disappearing. The future of Social Security is uncertain. It's likely we'll live longer lives. But most Millennials still...

Are you the owner of a Pass Thru Business Entity? For instance, do you do business as a sole proprietorship, S Corporation, LLC or...

2018 can be your year of financial serenity or continued financial horror. If your 2017 and previous years were full of financial despair...

Help your clients use this tool strategically. Four in 10 Americans do not own a life insurance policy, according to LIMRA, even though...

Blind spots. We all have them. When you’re driving your car, you intuitively know that there are objects that you can’t see. In life,...

It’s tossed around routinely by financial professionals—but what does it really mean? I’ve certainly used the term “plan failure” more...

Financial planning experts recommend the amount of money you’ll need to have accumulated is equivalent to 70 percent of your annual...

Once a year I go to the doctor for my annual physical. Once a year I bring my car to the local mechanic for a tune up. And similarly, at...