Yields on a 10 year Treasury Bond have risen rapidly over the last 22 months, and currently sit near 4.75%, compared with 1.8% at the...

Two Tax Changes That Will Surprise Most of You: Some of you may have heard if you have high income (defined as wages >$145,000 per year),...

In 2023 you can contribute $22,500 to your 401k, plus $7,500 of catch-up contributions if you're over 50. So, if you're under 50, you can...

As interest rates have risen, there's been more discussion of what these rates will do to housing prices. After all, higher interest...

My experience has been that there are often important risks or planning needs that most retirees simply aren't aware of. Nevertheless, if...

I just met with a client couple in their 60s who have "almost enough" money to retire. Try as I might when crunching the numbers, I just...

Spiritual leader Richard Rohr talks about a life lived in 2 halves. Both of them are necessary. One isn't better than the other, and they...

Here's a question I get asked from time to time, "Why do I need a a plan? If I’m 65, expecting to die at 85, why can’t I just put...

When people die, they leave behind a house full of “stuff.” Most of these possessions aren’t valuable or sentimental. There’s just a lot...

Why I went: Attending the Berkshire annual meeting in person has been on my bucket list for a long time, and I knew I’d regret it if I...

Very few people are lucky enough to make it to the end of their life without experiencing some degree of mental decline. While not all...

Sign 1: You find yourself asking, "is this a scam?" Just by asking that question, you're 99% of the way there. It's almost certainly a...

One of the top regrets of retirees is that they wish they'd retired sooner. This poses a conundrum for people who enjoy their jobs,...

Take a look at this chart. This is the weekly price of an S&P 500 fund, going back to the start of 2012. What do you notice? Yes, it's...

Given the recent collapse of Silicon Valley Bank, I thought it would be worthwhile to offer some education on the protections that Schwab...

It's not every week that a bank fails, and it's never a good sign. But to what degree does the collapse of Silicon Valley Bank (SVB)...

Last week, Silicon Valley Bank collapsed and was taken over by the FDIC. The short version is that they didn't have enough capital on...

This year, those of you with taxable investment accounts will receive a tax-reporting form from your custodian bank (such as Schwab, TD...

One key principle of good wealth management is to store your money in things that hold their value. This is good investing advice as...

‘Tis almost the season for New Year’s Resolutions, so I wanted to get this article out while you’re still formulating those goals because...