If you’re self-employed, you’ll need to pay your own FICA taxes and take charge of your own retirement plan, among other things. Here are some planning tips.

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

Modern Portfolio Theory has been widely adopted by the financial services industry as the “go-to” investing philosophy.

What does retirement planning have in common with growing a garden? Like the garden, it doesn’t happen overnight; it takes time.

Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined.

Today’s thinking is that there is a good chance you could be retired for 30 or more years!

When it comes to teaching kids about money, the best piece of advice I can give is… the sooner the better.

Saving in your 401K can be an easy and painless way to build your retirement savings. Because it’s so easy and painless, it can also be ignored for long periods of time, which often leads to mistakes like…

Many of us plan thoughtfully for all kinds of life goals. Yet many of us spend impulsively, using our money on the moment rather than saving or investing it for the future.

Not too long-ago Lisa Wallace, the public affairs specialist from the Social Security office was on my radio show Simply Financial that airs each Saturday morning at 11:30 here in Charlotte on 102.5FM or 610AM.