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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Saving money by combining home and auto insurance

Do you have your car and home insurance policies separate? You may be able to save big money by combining them!

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Ask and you shall receive: The importance of asking for a senior discount

Senior citizen discounts can start at age 50 and are available on everything from travel to groceries.

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Tips and tricks on how to make your H.S.A. work for you

When used correctly, health savings accounts can actually help people put away more money for future medical expenses.

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Extreme couponing for the amateurs: How to save money without devoting all your time

Extreme couponing doesn't have to eat up all your time when you know what you're doing.