Insurance Risk: Another Reason Real Estate Isn’t All It’s Cracked Up to Be
June 28, 2024
Most investors who are trying to figure out what to do with their savings
A Sneaky Annuity Sales Pitch and a Chat About Roth Conversions
April 25, 2024
Today, Paul, Evan, and Ira talk about how frustrating it is that the average
Tax Planning Through The Four Phases of Retirement (Part 2)
March 28, 2024
How much you save for retirement is important, but what’s more important is how
Tax Planning Through the Four Phases of Retirement (Part 1)
March 27, 2024
How much you save for retirement is important, but what’s just as important is
What Happens When a Financial Decision Comes Before a Moral Decision
March 26, 2024
Evan brings a column from MoneyWatch that talks about what happens when people get
This Inheritance Turned From a Gift Into a Nightmare
March 21, 2024
If you’re going to go through the trouble of doing estate planning, you need
Staying Sharp in Your 80s and Beyond
March 20, 2024
Taking care of your mind and body are two of the most important parts
Slowing Down to Think About Your Purpose for Money
March 18, 2024
Paul, Evan, and James talk about how quickly conversations about money and purpose come
What Is Holding You Back from Financial Health and Retirement Planning?
March 12, 2024
No one likes to be stressed about money and the future, but most people
The American Dream Experience: Building a Roadmap for Life and Money
February 28, 2024
Having a plan and knowing yourself well enough to follow through is the
Staying Flexible When Taxes and Inflation Creep In On Your Financial Goals
February 26, 2024
Paul, Ira, and Evan reconnect after Ira’s trip to Florida to sell a vacation
One Reason Heavy Media Consumption Is So Dangerous
February 23, 2024
Is it possible that being at a bombing could be less traumatic than hearing