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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.

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How should I invest if I'm on a fixed income?

Deciding where to put your money can be a risky business at any point in your life. You want solid returns while protecting your principal. Thinking about ways to allot your investments to protect against market volatility and secure your retirement can be enough to send you into panic mode or put you into the paralyzing grip of fear.

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What are the most popular investments for those over 55?

Investing as a retiree is different from investing during the career years. Safety of principal and income production move to the forefront of investment requirements for those over 55.