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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Money matters: What to expect in your 90s

People are living longer than ever. This is a good thing, but it comes with some challenges such as planning for a much longer retirement.