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Aug 3, 2015

Top 4 Rental Car Traps to Avoid

Renting a car today is much easier than in the past. You can quickly look at a couple of websites and click on the car with the price that is best suited for you. While this sounds easy and efficient, there are potential traps that can make your cost go up significantly.

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Jul 27, 2015

The Final Frontier for Investing – Live Long… and Prosper?

Frontier Markets, just like a Star Trek adventure, come with some bold challenges. Are you ready to diversify into the least developed, but fastest growing, countries that make up the Frontier Markets?

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Jul 20, 2015

Don't Ignore Your 401(k) - Maximize Your Benefits Now!

To have financial security in retirement, you need to plan appropriately to ensure you will not run out of money. That means taking advantage of retirement savings vehicles such as the 401(k) or 403(b) that is provided by your employer.

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Jul 13, 2015

Will China's Volatile Market Impact You?

Stock prices in China have plummeted over the past few weeks. This turmoil has raised concerns regarding the outlook for the world's second-largest economy and potential spillover effects on global markets. How does this market volatility in China affect you?

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Jun 30, 2015

Greece Defaults - Now What?

Today, Greek banks and the Greek stock market were closed, as they will be all week. Meanwhile the Greek citizenry are getting set to vote on a referendum that could determine whether they remain part of the European Union or exit.

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Jun 22, 2015

The Ups and Downs of Downsizing for Retirement

Many people assume downsizing their lifestyle during retirement is a simple task that leads to decreased spending and increased satisfaction during non-working years.

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Jun 17, 2015

Will Social Security be Around When I Retire?

Most of you have probably seen the math: if no changes are made, Social Security will run out of money somewhere around the year 2035.

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Jun 8, 2015

It’s a Triple Crown Winner!

It’s been 37 years since the world has experienced a Triple Crown winner! An amazing achievement! What lessons can we glean from American Pharoah’s accomplishment to help us attain our own retirement “triple crown” status?

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Jun 1, 2015

The Hazards of 401(k) Loans!

If you need money, should you consider borrowing from your 401(k)? It may be the easiest place to get needed funds, but is the impact on your future retirement lifestyle worth it?

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May 26, 2015

You've Graduated - Now Pass Your Financial Test

I was honored to attend Hanover College’s graduation ceremonies this past weekend. This is the financial advice I would share with any young person who is beginning the next chapter of his/her life’s story.

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May 18, 2015

Simple Tax Strategies to Make Retirement Funds Last!

How can you boost the longevity of your investment portfolio during retirement? Holding the appropriate investments in your account and paying attention to the income tax ramifications can add years to your income flow.

Image for Warren Buffett and Charlie Munger:  More than Investing

May 11, 2015

Warren Buffett and Charlie Munger: More than Investing

What would happen if you were to give two elderly gentlemen soda, candy, and a microphone in front of 40,000 people?

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