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RMDs - The Retirement Riddle Solved (Sort Of)
You've spent decades dutifully socking money away in your retirement accounts. The government says it's time to start taking that money...

Steve Martin
Dec 2, 20242 min read


Simple Core Investment Principles
Investing can feel intimidating, but the core principles are surprisingly simple. Here are three keys: Markets Work: Over the long term,...

Steve Martin
Apr 29, 20241 min read


How To Get Started With Retirement Planning: Tips for 40-Year-Olds With No Savings
Retirement planning can be daunting, especially if you're in your 40s and still need to start saving. But the good news is that there is...

Steve Martin
Jun 15, 20232 min read


Five Hints for Helping Your Grandchildren Earn Income
In a previous blog, we discussed the wisdom of opening a Roth IRA for your grandchildren. One of the issues with doing this is that your...

Steve Martin
May 15, 20231 min read


Opening a Roth IRA for Your Grandchildren: A Gift That Keeps on Giving
I often get questions from grandparents wondering if opening a Roth IRA for their young grandchildren is a smart financial move. And the...

Steve Martin
Apr 28, 20231 min read


117 Things We Do for Our Clients - Number 17- Give Investment Advice Without the Bias of Commissions
Some advisors receive kickbacks or investment-related commissions. We provide investment advice without the bias of any commissions or...

Steve Martin
Feb 10, 20231 min read


117 Things We Do for Our Clients - Number 15 - Stay Up to Date on Changes in the Investment World
We help you stay up to date on changes in the investment world. Advising yourself regarding your investments is similar to representing...

Steve Martin
May 17, 20221 min read
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