Year: 2014

If you have a special needs child or grandchild, planning becomes especially important.  We have special needs children in my own family; and we’re far

Ask virtually any advisor how the risk of an investment is measured, and you’ll likely hear them talk about volatility, mean variance, or standard deviation. 

The Disconnect Between Illusion and Reality Helen Keller once remarked, “Security is largely superstition; it doesn’t exist in nature.”   Maybe not; but, if history is

Your candidates likely reside in three camps: Not all advisors are alike; and it’s worth knowing how to tell them apart. While the overwhelming majority

Most six figure jobs require an advanced degree, according to CareerCast, which created a report with data from the Bureau of Labor Statistics. I first

Whenever there’s a crowd chasing a solution, there’s a fraudster willing to take their money. While inflation has found people at the gas pump and

There’s more to retirement planning than simply saving money and hoping everything gets covered.  Much more is possible if you know how to use the

Are boomers in denial when it comes to retirement planning?   While we’ve covered the state of financial illiteracy previously, denial is also all to

Show me a retirement problem and I’ll show you someone with a planning solution packaged to solve it. Unfortunately, too many people jump at great

Retirement planning is becoming increasingly difficult for many pre-retirees; and it’s virtually ignored among the young – so, what else is new?  Expectations may a