Christine Benz of Morningstar wrote a great piece recently and one of her comments was how investing is overrated. While investing is the "attention hog" of the personal finance world, there are other factors that are more important than investing success when it comes to success.
Coming out of retirement is gaining more traction. Heck, it even has its own title - UnRetirement. What are some of the reasons and data behind this growing trend?
Donor Advised Funds are becoming more popular. I expect this continue even with the recent changes in the tax laws. They are a great way to combine the best of tax and charitable planning for many clients.
Tax season is over for most of us. Has your advisor asked to review your tax return? I look at the ones for my clients. There are a few key items I am looking for with every return. Let's dive into some of my secrets
People ask me regularly what all I do for clients. I figured it was time to put it down on paper my services, which I have nicknamed Platinum Level Service.
It is estimated financial abuse costs seniors over $35 billion annually, and many people think this number is low. There are steps that can be taken to help reduce the likelihood of financial abuse and it comes down to financial caretaking. Join me as I explain how I tackle this issue with clients.