What is retirement supposed to look like? This is a question I’ve often wrestled with over my professional career. I constantly tell retirees to live fearlessly and boldly — refusing to give into the fear of running out of money. But, once the...

There is an insidious contagion spreading itself across America. It seems to only affect adults, mainly those nearing retirement or already retired. Unchecked, this virus could sabotage the lives of countless Americans. What is it? Oversaving. It may...

In today’s edition of “Ask Dave Important Questions” I will be addressing three questions I hear nearly every day. Question #1: Should I pay off my house or put my savings elsewhere? Question #2: Should I buy a rental property? Question #3:...

I am leading a Revolution. The Retirement Revolution has really started to take root in Sarasota, and it’s beginning to spread as Baby Boomers boldly proclaim: “I refuse to spend the rest of my life worrying about running out of money.  I am...

Too many people are sabotaging their retirement. It's time to join the revolution. Plan. Invest. Live.