When the retirement accounts of two couples who make similar incomes, are the same age, and have similar circumstances end up in very different places, it makes you wonder what happened to cause the d

In my 30 years as a financial planner, not one person reached retirement age and wished they had done less to prepare which is why a prospect telling me, Im not retiring yet! was a sad surprise.

About 25 years ago I went golfing with a buddy and his dad at his favorite golf course. Things were rough at the start, but when guys in hazmat suits appeared in a water hazard, I knew this wouldnt b

In the winter of 1892, a freak accident and a perfect storm of events combined to decimate the heart of Fall River, MA. In this episode, we look at three lessons this tragedy can teach us that will he

Why are the talking heads on TV and online so often wrong? And why does the market tend to zig when it should zag? In this episode, I share the two economic reports that can give you the real state of

Four years ago I was motivated to become fit, and did everything I knew how to boost my health. I made progress, but it wasnt until I met Dave that I made significant strides. In this episode, I shar

This is one of the most common questions I hear from people nearing retirement age: when should I begin taking social security? And the truth is . . . it depends. In this episode, Ill share why the c

Retirement is as much about enjoyment as it is about spending management. But what happens when a retiree swings the spending pendulum too far and outlives their nest egg? In this episode, we look at

Its tough to stay out of the comparison game, especially when your peers seem to be doing so much better than you. Whats their secret? What are you doing wrong? In this episode, I pull back the curt

When I was growing up, you couldnt turn on the TV without seeing a dozen AARP ads. By the time my parents reached age fifty, they refused to jointhey didnt see themselves as old, which is the image