Often, my clients and prospective clients are facing a choice of some kind, like buying vs renting a home, leaving their stable, secure...

Just 6 short months ago, I wrote up a recap of the so-called SECURE Act, which would entail various small changes to how we approach...

It’s that time of year! The IRS has announced its annual inflation adjustments for 2020. Remember that the below applies to money you...

A while back I wrote about the possible changes coming to retirement plans thanks to the Secure Act the House passed in May. The bill is...

Odds are, your personal data was stolen in 2017’s massive exposure: 147 million Americans’ information was compromised. To find out if...

The stock market continues to hit new highs, even amid some recession- and downturn-portending news: the yield curve (a visual...

In May the House passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act, which proposes a lot of changes affecting...

The stock market gets all the love. Usually, when we think of investing, we think of that. But the global bond market is even bigger than...

Risk is a funny word. It's one of those things that can mean anything you want it to. At its most basic, you can think of it as the...

Last time, I wrote about how to decide whether to make your traditional pre-tax retirement contributions, after-tax Roth contributions,...

Most of us have access to some kind of tax-advantaged retirement savings account, either via a plan offered by an employer, or through an...

As was widely anticipated, the Department of Labor's fiduciary rule, or the requirement that advisors act in an investor's best interest...

A fun topic in personal finance of late has been the rise of microinvesting sites. These are services that connect to a bank or credit...

My 8 year old son recently asked me whether we could afford to buy something or do something he wanted. I couldn't really answer him. On...

Welcome to the first installment of Money School, in which I will take a topic that I think might be causing particular confusion and...

So! Taxes! A lot has happened in just the past few weeks. There isn't a lot of time to do much planning before year-end (and remember,...

Here’s the next in a series of monthly posts focusing on meeting small, manageable financial objectives in order to create a path to...

Here’s the next in a series of monthly posts focusing on meeting small, manageable financial objectives in order to create a path to...

Here’s the next in a series of monthly posts focusing on meeting small, manageable financial objectives in order to create a path to...

Here’s the next in a series of monthly posts focusing on meeting small, manageable financial objectives in order to create a path to...