For Success in 2019, Get Organized

There’s a great bumper sticker out there that reads: “Organized people are just too lazy to search for stuff.” The quip gave me a laugh when I saw it a couple of years back while sitting at a traffic light. To some of us, the idea of being organized seems humorously...

read more

Social Security Claiming Strategy

Participating in the Social Security system may seem like a decision-free exercise: You pay in during your working years, and then you receive monthly payments when you retire. The fact is that you may have a fair bit of control over the amount and timing of receiving...

read more

Retirement Distribution Planning

If you’ve diligently saved and invested throughout your working years, congratulations! You’re on your way to funding a more comfortable retirement. But when you finally do stop working, you’ll face a new challenge: Making sure that your assets last as long as...

read more

The Shocking Truth About Indexing

Index investing is wildly popular with Americans: As of year-end 2014, “passive” index funds managed total net assets of $2.1 trillion, according to the Investment Company Institute. As passive investments, index funds are supposed to closely track the performance of...

read more

Measuring What Matters

Have you been focused on the market’s day-to-day gyrations over the past couple of weeks? If so, you’re not alone. Like the crowd at a tennis match, investors have been looking back and forth, one moment at a market selloff, the next at a market rally. And that makes...

read more