“I’m not so much interested in the return on my money as I am in the return of my money.” — Will Rogers Will Rogers had a way of cutting…

Let me start with a summary of a story I heard from another advisor: “A client once told me his 11-year-old daughter, while eating chicken nuggets, turned to him and…

The Problem with Conventional Thinking Financial planning is supposed to be about crafting strategies tailored to individuals' unique goals, risk tolerances, and financial circumstances. Yet, for decades, many advisors have…

I was in a conversation recently with someone who mentioned that dividend income is rarely discussed in retirement planning conversations. Why? He said, “…. because people think it’s boring.” That…

Perceptions of financial services professionals tend to run the gamut from “They’re all crooks, and I don’t trust a word they say” to “He or she has such an impressive alphabet of…

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 current Coronavirus situation has highlighted for many the need for a sufficient emergency fund. Will creditors be knocking? How will we pay for groceries or doctor visits?

The $2 trillion dollar stimulus package was signed into law on March 27, 2020. But what does it mean for you, specifically in regards to your retirement accounts?

Coronavirus is an equal opportunity infector. Let’s put aside the way the media portrays “us versus them”, the partisan views of political parties, and realize we are all Americans and we all are being affected. Here are some feel good money tips.

While I do believe our economy will be affected by this global scare, I do not believe it will be nearly as dramatic as it has been up to this point. Most market indicators are positive.