Marriage affects your finances in many ways, including your ability to build wealth, plan for retirement, plan your estate, and capitalize on tax and insurance-related benefits. There are, however, two …
I ain’t afraid of the DOL!
There has been a lot of talk surrounding the Department of Labor’s new fiduciary rules. The gist of the whole thing is the fact that financial advisors will have to …
The Plan is to Live Into Retirement
When do you want to retire? Yesterday? Is your money going to last? It’s simple. Just tell me when you are going to die and we can come up with …
Smart Tax Planning
“You are worse than the Dentist.” It’s tax time. According to some of my clients-one of the worst days of the year. Most of my clients are patriotic Americans, but …