Which of the following financial goals do high-net-worth investors rank as their top priority? 1) Saving for retirement 2) Leaving a...

Bullies don’t just torment their victims at school or on Facebook. And they don’t just pick on children—adults can be subject to various...

Alice and John said that their goal was to travel in retirement. They laid out detailed trips to exotic locations, opportunities to...

Earning extra money is my go-to method for boosting any savings goal. Saving dough is one way to boost your nest egg, but earning extra...

It happens every summer. You book a vacation at some pricey locale—depending on your circumstances, “pricey” could mean Europe, Disney...

We’ve all heard that money can’t buy happiness, so while money in itself might prove fairly worthless in this endeavor, financial...

Almost any IRA owner will tell you that the year in which he or she turns 70 ½ is the most critical year of the IRA lifecycle—the...

Donna Skeels Cygan wants advisors and their clients to broaden the scope of their investment objectives to include living richly rather...

There are some ideas in this article that you should be paying attention to. Steve ========================================== About...

I love these ideas!! Steve ==================================== Like many people, I learn better through experience than theory. Also, if...

The stock market appears headed for one of those points again when investors lose money, and a lot of it. Sure, the day-to-day moves of...

Do you understand money? Let’s see how well you do with the following questions. 1. Suppose you had $100 in a savings account and the...

While it’s really hard to immediately win over a crowd, as a speaker it’s really easy to lose the room within the first minutes of your...

Your physical health is more important than your financial health. However, financial health is a close second. Financially secure people...

Salespeople who hawk annuities to older people may receive lucrative rewards – trips to Oahu, yacht tours of the Mediterranean, Mercedes...

The kids are not all right. As the millennial generation starts to reach its 30s, many of these ‘80s and ‘90s kids are having kids of...

Wouldn’t you like to know how to get smarter? Of course. I’ve looked at the science on the subject many times in the past and there are...

I have long been a fan of Donor Advised Funds.  This article by Wade Pfau talks about some of the benefits.  If you are interested in...

The money that many millionaires have is never enough, according to the UBS Wealth Management Americas Investor Watch report, When is...

It’s always good to listen to Warren Buffet.  Good article by Jason Zweig. Steve ============================= That question will...