Clear & Concise Financial Advice

Most people spend a lot of time thinking about the details of their wills or living trusts (except for Prince). […]

I have written quite a bit about 529 plans, including this post: 529 Plan FAQs. However, I was intrigued this […]

Most people are familiar with the saying “A picture is worth a thousand words.” I feel that way about charts […]

It has been a national pastime to complain about taxes. In fact 45% of Americans feel that their taxes are […]

Last week, I wrote about retirees’ attitudes toward working in retirement and starting “encore” careers. The bottom line was they […]

I’m not trying to convince retirees to go back to work. In fact, I love telling clients that they can […]

Recently, I was teaching a Taxes in Retirement class and the discussion shifted to how to decide “when” to collect […]

Most people think of market timing as trying to decide when to get out of the market in order to […]

One advantage to having my own personal finance column is it gives me an excuse to research anything that interests […]