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

Emotional Bias in Investing

This article was written by a special guest author and colleague, Stephen Reh.  Stephen Reh CFA,…Read More

401(k) Options When You Leave Your Employer

Regardless if you are retiring or moving to a new employer, once you leave your…Read More

How Much Will I Pay For Medicare Premiums?

Note – some investors well below age 65 may not read this assuming it does…Read More

5 Common 401k Problems Investors Make

This article was written by a special guest author and colleague, Stephen Reh.  Stephen Reh CFA,…Read More

Survivorship Bias

Sports fans love to compare the sports heroes of their childhood era to current athletes…Read More