Market Volatility — 2019 Style

I’m concerned because I have heard too many people recently say something along the lines of “I know the US

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Modern Financial Planning

Laurence Kotlikoff, PhD, professor of economics at Boston University, has asked a very important question. Are Americans saving too much?

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Two Financial Updates for 2019

Market Update The US bull market is getting long in the tooth. We have just witnessed a V-shaped partial recovery

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Time for a Financial Physical?

One of the most frequent questions asked by our readers is: “How often should a financial plan be updated?” While

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A Mindset Shift

One of my key questions to new clients focuses on what retirement really means. I have heard a wide variety

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Turning a Deaf Ear to “Shoulda, Coulda, Woulda”

If you’re like me, you’ve likely experienced a sense of regret or disappointment at some time in your life. All

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Crisis and Cures

What exactly constitutes a personal financial crisis? Chief among those crises we have heard about is experiencing an event that

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The Game of Life

When you were a child, did you ever play a popular board game called The Game of Life? It simulates

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