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MANY DAYS, MY WORK INVOLVES INTERACTING WITH EMPLOYEES AT THEIR WORKPLACE.  As an adviser to employer-based retirement plans, I help people enroll in their plan and then provide ongoing guidance [...]

WHEN YOU’RE READY!  While it may seem obvious that we would all benefit from having an ongoing financial plan throughout our lives, many people don’t have one. Some have never gotten [...]

Many of the most successful retirement plan stories are just regular people who have done the right things throughout their life.  They are not celebrities and don’t lead glamorous [...]

BY USING VANGUARD FUNDS, I think my clients will have a higher likelihood of having more money in their accounts in the future than if they use comparable investments from other mutual fund [...]

IS THIS AN INTERESTING OR PROVOCATIVE QUESTION? When do people concede their hopes for the future? How does it happen?  Certainly how a retiree, or an aging person, views their future will have a [...]

DO YOU HAVE A PLAN TO BE HAPPY LATER IN LIFE?  (For retirement, that is).  Is your idea to get enough money and then you’re out the door?  HOLD ON A MOMENT.  TAKE A DEEP BREATH.  STOP FOR A [...]