At the University of Kansas, Booth earned his B.A. in economics and M.S. in business. He went to receive his MBA from University of...

The Financial Independence Hub I’ve been doing lots of reading lately about a new stage of life between MidLife and traditional...

This article explains why I NEVER recommend indexed annuities to clients.  Please let me know if you have any questions. Steve...

I recommend that you take the time to watch the video at the Virgin.com website. Steve ============================== Every now and then...

You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial...

Read this article by Dr. Ted Klontz and then take time to write the answers to his questions – for your descendents.  I think that you...

Larry Swedroe does a great job of talking about the importance of re-balancing.  Steve ============================================= Last...

No one can deny the power of a good quote. They motivate and inspire us to be our best.Here are 38 of my absolute favorites: “I alone...

This article by Bob Seawright gives some things to think about regarding the challenges we each may face in our later years. Steve...

The book The Joy of Financial Security covers many financial topics, including estate planning. I encourage my clients to get their...

Commencement addresses are usually garbage. They’re for colleges seeking publicity. So you end up with star-hawking platitudes to an...

Program-Related Investments (PRIs) are an interesting tool that allows you to use the assets in your Donor-Advised Fund for more than...

Rob Arnott; John Bogle; Eugene Fama; Benjamin Graham; Harry Markowitz are trailblazers in investment theory Industry leaders Arnott,...

This is a great list! I especially like #5! Steve ========================= Apparently there are people in this world who choose to see...

Some good thoughts from Erin Coughlin Steve ============================ “New Year’s resolutions are examples of the universal human...

The following article is on the Fidelity Charitable website.  If you are interested in giving to help Nepal,  go to the website for some...

“We are not only what we read. We are how we read.” Maryanne Wolf Reading a 2008 Atlantic article, “Is Google Making Us Stupid?...

When I was 22, I was newly installed in a new position in a brand-new career, fresh from college. I was working as a business journalist,...

Daily Mini-Resolutions I don’t believe in New Year’s resolutions. Why? Because I think we should be working on self-improvement and...

It’s not that hard to be successful. But it is hard to be extraordinarily successful.Yet we all hope to achieve exceptional success...