Is the work life juggle driving you insane? The reality of life is that we have a “new normal”. Five trends create this new normal:...

Morgan Stanley suppresses ‘Hunger Games’ video.

he damage that the human body can survive these days is as awesome as it is horrible: crushing, burning, bombing, a burst blood vessel in...

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...

Many parents don’t talk to their kids about money. As a financial planner, I’m an exception to that norm. My kids would be quick to tell...

Tech world philanthropists star on The Chronicle of Philanthropy’s yearly list Eleven of the top 50 donors are from the tech industry....

A Noble Prize winner had some sobering comments today for hundreds of financial professionals at the IMCA 2015 New York Consultants...

Remember – life is for living! Steve ================================== 1. The News is for Entertainment and Sensationalism Don’t even...

I generally believe that it is NOT a good idea to borrow money from your 401.  In the following article, Roger Wohlner explains why he...

This is a good overview of Health Savings Accounts by Jim Blankenship. Steve ============================== When you have a Health...

Mortgage interest rates are low again and it may be a great time for you to think about re-financing (maybe again).  I think that Rick...

This Article by Jim Blankenship does an excellent job of discussing the value of you r Social Security Benefits and some ideas about how...

A great article from Michael Kay Steve ———————— From Saumya Vaishampayan of the Wall Street Journal:“Stock markets around the world...

Saving 15-20% of your income for retirement can buy you a lot of freedom at a time in your life when you really want it.  Think seriously...

A short and interesting article from Michael Kay – a great CFP! Steve ===================================== You know the old joke.How can...

An interesting annual plan from Eve Kaplan, CFP® Enjoy – Steve ============================== Yup – it’s that time of year again when you...

New Year’s Questions I picked these questions up at a wonderful workshop I attended a few years ago and have found them very useful. I...

Year-End Tax Planning for Individuals Once again, tax planning for the year ahead presents more challenges than usual, this time due to...

A great article by Rick Kahler about Gratude and Money.  It is worth reading! Steve ============================== Do you want to more...

Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung the other...