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Image for Will China's Volatile Market Impact You?

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.

Image for The Ups and Downs of Downsizing for Retirement

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?

Image for The Hazards of 401(k) Loans!

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.

Image for Simple Tax Strategies to Make Retirement Funds Last!

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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Apr 27, 2015

Paper Piled Up: Toss or Keep?

Are your files bulging with important tax documents, monthly statements, and paid bills? Before you become overwhelmed by the urge to pull and dump, review the guidelines regarding how long to maintain your important records.

Image for Investing for Retirement:  Target Date Funds Can Be Dangerous

Apr 13, 2015

Investing for Retirement: Target Date Funds Can Be Dangerous

Are your 401(k) dollars going into target date funds? If so, take a closer look! Obvious assumptions about these funds prove to be false.

Image for Top 3 Reasons to Invest in International Stocks

Apr 6, 2015

Top 3 Reasons to Invest in International Stocks

After years of under-performance, international stocks have started off strong in 2015. The economic world is seeming smaller and investing outside of the U.S. can be an integral part of a successful portfolio.

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