Factor Inflation Into Your Planning for Retirement A few years ago for Christmas, my wife was given a refrigerator magnet with a list of the commonly purchased items and the price of each in the year she was born. Items ranging from...Read More
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The 5 Biggest Mistakes Investors Make This will be difficult to keep it at just 5, but putting the qualifier of biggest, it should help. After 20 years in the financial planning I often find myself saying now I have seen everything,...Read More
Can you do better with my investments? The question of "better" might be the most loaded question you can ask a financial professional. Like many, I used to believe the answer to the question was to try to top the rate of return. If...Read More
Tax Season. That glorious time of year where American’s are divided into two groups, and I am not referring to political parties. The first group, those who owe. These folks despise tax season, they dread the trip to the...Read More
In the first quarter of every year, without fail, I get a flood of calls from people looking to open an IRA to take the tax deduction for the previous year. When you couple the last minute tax planning with the inevitable question...Read More