I was driving along last night and found myself stuck behind a city bus. There plastered across the backside of the busy was a full size ad by a law ... Read More

Did you know that you can open an account directly with the U.S. Treasury and consolidate paper EE/E or I Savings Bonds? Depositing your bonds into a Treasury Direct account ... Read More

I am lucky enough that I have always enjoyed exercise. I also make a determined effort to eat healthy. I'm rarely at the doctor, which affords me the luxury of ... Read More

This is one of the best articles I’ve seen in a long time. Author Carla S. Fried expresses a thoughtful and intelligent analysis about what types of market returns we ... Read More

You’ve probably heard there is a tax benefit to paying mortgage interest, but have you ever calculated out how much it really amounts to? For those who itemize deductions and ... Read More

Yesterday I had the pleasure of having a conversation with a man who is a leader in campaigning for ethics and awareness in the financial services industry. Jack Waymire is ... Read More

I just finished reading a book I wish I’d had when I started my career as a financial advisor. It teaches you all the things that you need to know ... Read More

I’ll never forget the day years ago when a client called me up, quite excited about something she had just heard. The conversation went something like this: “Do you have municipal ... Read More

Let’s get one thing straight. There is not a chance we are all going to agree on fiscal policy right now. There’s a lot at stake, and emotions are running ... Read More

On February 18 of this year, I wrote a blog post titled Does Anyone Know What Long Term Means? In that blog post I was referring to the fact that ... Read More

Retirement Income Funds each have a different name, such as a “managed payout fund”, or “monthly income fund” but they all have a common goal, which is to provide you ... Read More

Do you have questions about working and collecting social security benefits? Taxes on social security? Spousal benefits? I’ve just finished a series that covers 5 Key Things You Need to ... Read More

For those of you who have been reading for awhile, you know I made a New Year's Resolution to spend less. At the end of every month I document my ... Read More

Jeremy Grantham, co-founder of GMO, a privately held global investment management firm that serves institutional clients, had this to say in his May 2009 newsletter. I found it amazingly insightful. ... Read More