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Switching gears in retirement

In searching for investment options, would you rather have? Growth or income?

The Battle of the Sexes

Remember the ‘70s? Bell bottoms and disco? If you do, you probably watched the most famous tennis match of all time.

A written financial plan may help reduce fear of the unknown

According to a Bankrate.com Money Pulse Survey dated Feb. 18, running out of savings and the ability to pay for health care costs during retirement continue to be two of the top concerns of people over the age of 50.

When will the volatility end?

A few years ago I had the opportunity to visit my childhood elementary school. I attended this school from third to fifth grade and hadn’t been back since.

Healthy pessimism?

Recently, my family and I saw the Disney movie, “Tomorrowland.”

Grandparents can help pay for college

Next month my son will graduate from high school and move on to the University of Arizona. Go Cats! My wife is busy getting his senior pictures taken, the announcements put together, and party plans drafted.

Beating Uncle Sam with tax-free growth

As a CPA, I have spent the last three decades helping people to pay the least amount of taxes legally allowed by law.

Switching Gears in Retirement

In searching for investment options, would you rather have—high return or low return? High risk or low risk? Liquid or illiquid?

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Should I choose whole life insurance or term life insurance?

Find out what the differences are between whole life insurance and term life insurance and learn which one is best for you.

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4 costly health care bill mistakes

Errors in health care billing are common. Learn the 4 critical steps you should take to ensure you’re not being billed too much for your health services.