February 29, 2016

Retirement challenges for single people

The financial industry tends to focus on married couples or widows.  The assumption one is tempted to make is the retirement planning for single people is […]
February 19, 2013

Small investors regain confidence and return to markets

This headline wins the first “Reasons Why You Need A Financial Planner” headline award of 2013.  Why is this so scarry?  Because the equity markets are […]
June 15, 2012

Paying for college

One of the questions I frequently get related to paying for college is should my kids pay part of the bill?  There is no right or […]
April 16, 2012

Roth versus Traditional IRA – the hidden assumption

It’s almost tax day, and as usual we are seeing a lot of articles about whether people should use a Traditional IRA or a Roth IRA.  […]
August 25, 2011

2012 Health care costs

According to an article today (8/25/2011) on Kiplinger.com,  the National Business Group on Health issued a report that shows we can expect to pay more for […]