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Can I just live off interest?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial…
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Overlooked aspects of Roth accounts
“Tax free earnings”- that sure has a nice ring to it! Roth IRAs and Roth accounts in retirement plans such as 401(k)s and 403(b)s are…
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What happens to my IRA money after I die?
What Happens to My IRA Money After I Die? Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street…
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How to invest for your goals – not for headlines
We have long been advocates of diversification and deploying a portfolio beyond the stocks of large U.S. companies and U.S. Treasury bonds. It seemed like…
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Should I convert to a Roth IRA?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial…
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Will a stock market correction ruin my financial plan?
September 2014 “With the stock market at an all-time high, a devastating correction is imminent.” This is a common warning these days that has some…
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How to stay happy in retirement
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial…
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Should I drop my life insurance?
June 2014 Many retirees do not need life insurance but that doesn’t mean they should automatically drop their policies. During your working years, your family…
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Investment philosophy: The first step to success
March 2014 – Investment philosophy: The first step to success. Many struggle to have a successful investment experience. Committing to a sound investment philosophy is key to…
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When should you file for Social Security?
Making News… We produce regular Q&A columns for MarketWatch, a personal finance website of the Wall Street Journal and Florida Today as well as columns…
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Stock market highs: Six things to consider now
December 2013 The U.S. stock market has recently reached all-time highs. Through the Q&As we write for various publications, we hear from a fair…
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Year-end financial planning
Although the ups and downs of the financial markets get considerable attention, personal financial planning involves much more than just managing investments. While we…
