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I trust that this will find you well and enjoying life. It’s complicated money and happiness. Does more wealth lead to happiness? Researchers have tackled this question for decades, and although the results have differed, one fact is certain: The relationship between money and happiness –or “well-being,” as many researchers…

I trust that this will find you well and enjoying life. Your employers sponsored retirement savings plan is a convenient way to help you accumulate money for your retirement. Using payroll deductions, you invest for your future automatically, following that off noted advice to “pay yourself first.” But choosing to…

I trust that this will find you well and enjoying life. I have a question for you and I want an honest answer. Do you know where you stand financially at any given point in time? To be more specific, do you know within a few thousand dollars what your…

I trust that this will find you well and enjoying life. Taxes are one of the ways out of this mess we’re in with this twenty trillion of national debt and we’re in a big mess. Reforming taxes that is, not raising them. It seems simple to me. If you…

I trust that this will find you well and enjoying life. The following information on Brexit is provided from Life Strategies Analytics, the investment management service that we use to manage portfolios for clients. On Thursday, Britain voted to leave the European Union. While this decision is most important for…

I trust that this will find you well and enjoying life. You raised them, helped them get through school, and now your children are on their own. Or are they? Even adult children sometimes need financial help. But if your child asks you for a loan, don’t pull out your…

Greetings! I trust that this will find you well and enjoying life. During your working years, you’ve set aside funds in retirement accounts such as IRAs, 401(k)s, and other workplace savings plans, as well as in taxable accounts . Your challenge during retirement is to convert those savings into an…

I trust that this will find you well and enjoying life. Have you considered the single biggest expense that you will face in retirement? Would you suspect it to be housing? Or recreation? How about health care costs? Between Medicare premiums and the portion of medical bills Medicare doesn’t pay,…

Greetings! I trust that this will find you well and enjoying life. Here are some common financial mistakes people fall prey to as they approach retirement. Do a quick check to make sure that you avoid them. In Your 40s and 50s Trying to keep up with the Joneses. Appearances…