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…

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 $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.

A traditional IRA is a way to save for retirement with tax-advantages.
Here are some facts to consider.

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

Even when following the philosophy of a proven successful investor, care has to be taken. Thus the acronym “ABC” may have a new meaning behind it – Always Being Careful.

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.