Ways We Can Use Money To Create Greater Happiness

As a continuation of the Fee-Only Financial Advisor blog sharing group, this month’s post comes…Read More

Unconventional Advice for College Students and their Parents

As a continuation of the Fee-Only Financial Advisor blog sharing group, this month’s post comes…Read More

Two Key Benefits of Portfolio Diversification

Now that eight years have passed since the S&P 500 bottomed in March of 2009,…Read More

Developing a Strategy for Handling Student Loan Debt

Our Blog Post today is brought to you by fellow fee-only financial advisor, Gregory A….Read More

529 College Savings Plans

Many of my clients have children, grandchildren or other loved ones who plan to attend…Read More

The Biggest Challenge To Investing Success

Our Blog Post today is brought to you by fellow fee-only financial advisor, Phillip Christenson…Read More

Markets Are Efficient

I would like to thank Greg Phelps for today’s article about Efficient Markets.  Greg Phelps,…Read More

Overview of Medicare Enrollment

One important area of planning for a successful retirement is to have adequate health care…Read More

IRA Required Minimum Distributions (RMDs)

The IRS incentivizes investors to make tax deductible contributions to a number of different tax-deferred…Read More

Using Your IRA as Part of Your Wealth Transfer Legacy

I’d like to thank Michael J. Garry, CFP®, JD/MBA for today’s post about Using Your…Read More