Though dividends are not guaranteed, just about all the stocks in our DIV30 Portfolio have a long-standing history of consistently paying their dividend.

The Secure Act does many things; here is a list of the biggest changes.

Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio.

You know how important it is to plan for your retirement, but where do you begin? Your specific needs depend on your goals and many other factors.

In some ways, modern investment planning exhibits a streetlight effect – a small focus instead of a long and flexible one. Most instructional material focuses on identifying principal risk, but what if we were to focus on income?

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. This article aims to address a few of these issues.

How is planning a successful retirement like playing a game of chess? Let’s break down
some of the pieces on the chess board…

After 18 years in the financial services business, I’ve spoken to a lot of people. And in every first meeting with someone, I always ask the question, “What are you concerned about heading into retirement?”

Why are so many Americans afraid they will not be able to retire because they don’t know how to put their money to work.