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For many young professionals, retirement planning seems odd given that it is thirty or forty years away. But the more time you give yourself to save the better the likelihood of accomplishing those goals. Aside from starting early, here are four ways to max out your savings: Do not assume the 401(...

What's happening with interest rates? I'm hearing this question daily, whether meeting with clients, waiting in line at the deli, or chasing my 21-month old daughter down the street while she runs as fast as her little legs will take her. Below you'll find some of the more common questions I'm heari...

One of my favorite bloggers, Carl Richards, shared his thoughts this morning about "What's really necessary" to accomplish life and business goals. He used an analogy about mountain climbing which helped to explain the importance of streamlining business processes by getting rid of excess. The story...

If I asked you to describe prosperity and security, what would you picture in your head? I am not talking about dollar signs or rate of return, rather, what do you want your money to do for you, both now and in the future? Is it finally taking that trip to Paris? Owning a beautiful house on the l...

A recent survey conducted by Evan Simonoff uncovered the top reasons why retirement plans which appear to be "bulletproof" from an investment perspective fall apart. It may come as a surprise to you, but none of these reasons have to do with macro forces such as market performance or a poor economy....

If your answer is yes, then you are not alone. A recent survey conducted by the Federal Reserve found that one third of working adults do not have a savings or pension. Furthermore, 38 percent of respondents stated that they have no intention and or plan to keep working indefinitely. Still, out of t...

Many people can create the perfect life timelines in their head about desirable milestones but when it comes to reality it is likely that those fairytales often are quite different. Remember when you were a child and you wanted to be a movie star, singer, or maybe even President. Of course now, real...

Many people have asked me how much they should be saving in order to pay for their children's college, pay off their mortgage, cover annual expenses, and eventually to retire. Some tend to think there is a standard magic percentage of annual income that should be saved which accomplishes their goals...

Last month I started my newsletter by describing the first quarter of 2015 as lackluster; April did not do much to change that. Year-to-Date the Dow and S&P 500 are up 0.78% and 1.92%, respectively. With Q1 earnings season more than halfway over and only 48% of companies reporting better-than-expect...

Graduation weekends are upon us and wedding season is on the horizon too! While both are extremely exciting milestones that should be celebrated there is a lot of careful planning required to ensure that those intelligent and accomplished graduates enter into marriage with their eyes wide open. More...