Can AI Tell Me When I Can Retire?
It’s a typical question posed to AI. The simple answer is it cannot, by itself, answer the big one people are asking more often: Can AI Tell Me When I Can Retire?
December 8, 2025
Tag: Investment Strategy
What a Million Dollar Retirement Really Buys
Think a million dollars guarantees an easy retirement? See what a $1M portfolio really buys today, how far it goes in real life, and why your plan matters more than the number.
December 1, 2025
How to Retire in an Inflationary World
Think of treating inflation like a tough par-4 in a crosswind. You can’t control the wind— but you can control your stance, balance, club and shot selection.
October 28, 2025
Is the “Trump Account” a Good Deal?
Short answer: Not really. Middle to high income families may not feel it’s worth the headaches and low income families may see little benefit.
July 29, 2025
Uncategorized
How to Create A Risk-Free Investment Strategy.
So, you want to dive into the stock market without losing your sanity or, more importantly, your hard-earned cash? Here’s a strategy that’s not exactly ‘rocket science’ – Here’s a risk-free investment strategy that’s a ‘diet version’ of a financial plan. It surely doesn’t cover all the bases, but it’s sure to spice up your next dinner party conversation.
November 13, 2023
Uncategorized
Bad Financial Behavior and How to Avoid It!
Rollercoasters are fun – at the amusement park. Not so much in your retirement account. And that’s where bad financial behavior gets costly.
October 20, 2023
Annuities
Older Variable Annuities Can Be Expensive!
Older annuities have grown – and so have their expenses. They may be worth a review.
August 3, 2023
Economy
The Intersection of Current Events, Banking Crises, and Financial Planning: Navigating Uncertainty with Prudence
It’s been said that the only constant is change and lately it’s been the banking crisis. Financial planning is often more about what we don’t know than what we do know. Lately, we’ve been through COVID, supply chain issues and (ongoing) issues with some of our country’s financial institutions.
June 15, 2023
Uncategorized
Uncle Sam’s Greed and Your Retirement: Should You Go All-In on Your 401(k)?
Given the size of our growing national debt it’s no wonder so many people believe taxes will be higher in the future. We have an ageing population and there are a number of factors at work: There’s the annual deficit plus money needed to fund Medicare and Social Security, just to mention a few.
May 19, 2023
Investing
ESG Investing: Really Worthwhile or Just Another Wall Street Gimmick?
The value of ESG – or even what it is – hasn’t been defined. So, it depends on who you ask, how the law is interpreted, and apparently, who’s doing the packaging. Oh, yes, it also depends on how you quantify it.
November 27, 2022