Do you want to give your children the best possible chance to do well in college, earn higher salaries, and save more for their...

Financial services firms spent over $1 billion advertising investment and retirement services in 2011, according to Kanter Media, and...

For the last 30 or 40 years, clients who are near retirement have been working and saving every dollar possible, and while they’re almost...

Our “Approaching Retirement” blog will focus on the ways that financial advisors address the opportunities and challenges associated with...

Here are two comments I hear so often from pundits and financial planners that they have become truisms: “People should discount the...

But you didn’t Remember the time you lent me your car and I dented it?I thought you’d kill me But you didn’t. Remember the time I forgot...

Glossary of Financial Terms Many of the following definitions are taken from Conscious Finance, by Rick Kahler, CFP®, and Kathleen Fox....

Though stock market volatility continues to rattle investors’ nerves, the future looks bright for equities in the U.S. and many emerging...

On our recent vacation, my wife and I visited a nature preserve off the coast of Argentina where we had the chance to swim with sea...

What’s a safe withdrawal rate in retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But...

Gender discrimination is coming — and it’s perfectly legal. The Long Term Care insurance industry has finally recognized the obvious:...

This is an excellent article on the Tax Implications of Stock Options As with any type of investment, when you realize a gain, it’s...

It’s September, so kids are heading back to school and those of you still in college or business school are preparing to hit the books....

There have been a slew of articles already in 2013 warning investors who have piled into fixed-income funds about the dangers of rising...

Treasury ETFs Fall: ‘Great Rotation’ from Bonds to Stocks?January 25th at 10:40am by John SpenceBond ETFs News: PIMCO Total Return ETF’s...

(MoneyWatch) Last July, Merrill Lynch predicted gold would hit $2,000 an ounce by the end of the year. Money manager Peter Schiff has...

Owning a home is part of the American Dream. Financial experts tell us owning a car is better than leasing. And who would think of not...

This article has some timeless ideas on leading a more fulfilling life.  It is worth reading. Steve ================================= In...

Some good practical advice. Steve ============================= Getting an insurance claim paid is a real pain. Rick Kahler, the...

Good points from Dan Solin – Steve ===================================== If you want to make a New Year’s resolution that will put money...