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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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Underwater? How HARP can help

Are you underwater in your home? If so, you may want to take a closer look at the U.S. government’s HARP program to help you refinance.

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Location, location, location: Things to consider if you're moving out and moving on

The wrong way to think about your new home is as your final resting place. A home is merely the foundation for your future.