Lessons Learned From Prince’s Untimely Death
I gave my thoughts to Kiplinger’s Stacy Rapacon on lessons we can learn from the unfortunate passing of Prince. The music legend apparently passed away without a proper estate plan. Or if he had an...
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5 Mistakes That Could Derail Your Retirement
Photo credit: Alex Proimos The following is an excerpt from 5 Simple Mistakes That Could Ruin Your Retirement. You can make a lot of mistakes in your youth … and assuming none of them get you killed...
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Spring Cleaning Tips for Your Portfolio
Photo credit: Hans Splinter The following is an excerpt from a piece I wrote for InvestorPlace: 10 Spring Cleaning Tips for Your Portfolio I don’t personally do a lot in the way of spring cleaning....
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Advice to a Recent Graduate
The following is an excerpt from 5 Things You Must Do As Soon As You’re Employed. 20 years ago, long before I starting managing money professionally, I remember a little nugget of wisdom my mother’s...
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How To Scew Up Your 401k Plan
The following is an excerpt from 5 Ways to Screw Up Your 401k There are all sorts of creative tax loopholes out there for savvy investors to exploit, and over the years I’ve looked at (and even tried)...
View ArticleHow to Use Your 401k in Your 50s and 60s
The following is an excerpt from How to Use Your 401k in Your 50s and 60s: If you’re like most working Americans, chances are good that you’ve had access to a workplace retirement plan such as a 401k...
View Article3 Things You Should Always Ask a Financial Adviser
The following first appeared on Kiplinger’s as 3 Things You Should Always Ask a Financial Adviser. Your choice of financial adviser might be the single most important decision you ever make, short of...
View ArticleA Stealthy Way to Max Out Your 401(k) for the Year
Our fearless leaders in congress don’t always get it right. If fact, I’d go so far as to say they generally make a royal mess of things. But when they created the 401k plan in 1978, they created the...
View ArticleWhat The New SECURE Act Means For Your IRA
How can you argue with an act of Congress named “Setting Every Community Up for Retirement Enhancement” (SECURE)? Who wouldn’t want an enhanced retirement? The SECURE act, which recently passed the...
View ArticleHate Your 401(k) Options? Try This
As you probably know, I’m a big believer in the humble 401(k) plan. Even though it’s a very basic tax shelter widely available to regular middle-class Americans, I challenge you to find something...
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