“You don’t stop laughing when you grow old, you grow old when you stop laughing.” ~George Bernard Shaw While some people accept getting older as a natural part of life,…
A funny thing happens when you get busy with trying to achieve all the things you want out of life: You lose a few along the way. Unfortunately, some people…
The White House recently introduced what it billed the “biggest tax cut” in U.S. history. While a presidential tax proposal is not likely to get passed without significant changes, the…
How much money do you need to retire? That’s about as personal a question as, “What do you look for in a spouse?” or “What is your dream job?” The…
Life has its highs and lows. Sometimes when we go for a long stretch — everybody in the family is healthy, finances are on track, you’re enjoying yourself — we…
Recently, the U.S. Department of Labor published the final regulation of what is known as the “Fiduciary Rule,” delaying implementation for 60 days from its scheduled start date. The newly…
We tend to take government regulations for granted. They can be annoying, like having to sign the HIPAA privacy notice before a doctor’s visit, or time consuming, like the yearly…
In recent months, there has been a recent movement out of actively managed investments into passively managed instruments such as exchange-traded funds. Globally, ETFs gained more than $270 billion in…
In an investment portfolio, the withdrawal rate is the monetary percentage from which a retiree draws from his account each year. A “safe” withdrawal rate is a fixed percentage distributed…
With a new administration in the nation’s highest office, there is growing debate about Medicare reform. The federal program, which helps provide health insurance to those over 65 and certain…
Donald Trump has a broad presidential agenda that encompasses foreign trade, immigration, deregulation, taxes and investment in U.S. infrastructure. These policies are poised to impact certain industries over others, such…
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