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Jul 23, 2021
Dow Jones Adviser-Reworking a Plan that Doesn't Work
For a piece in Dow Jones Adviser I discussed that in some situations keeping things simple makes sense financially: This simpler...
Jul 23, 2021
You and Your Family Magazine Mention: A Sound Start: Advice on saving for college from the Financial
Here is an article from the Financial Planning Association on saving for college, especially for young families, from You & Your Family...
Jul 23, 2021
Are Computers the Advisors of the Future ?
In this Investment News piece I discuss the value of an advisor versus software. In many cases, software can deliver a detailed...
Jul 23, 2021
Thinking about a Masters Degree?
Here is a yahoo Hotjobs article where I added my 2¢ on jobs where a masters degree may be worth the cost...
Jul 23, 2021
Saving for College Nod
Here's a piece Clear Financial 529 plans, and some new options for college savers whose accounts are down. I'm not overly keen on 529s in...
Jul 23, 2021
Is it OK to fund an IRA with Credit ?
NO!!!!... But... maybe... What if it's April 15, and your ship is coming in next month... guaranteed, secured, insured, and enough for...
Jul 23, 2021
Annuity Misinformation
Here is a question I received and replied to for the FPA. A consumer's mother was told an investment in their annuity could get 12%......
Jul 23, 2021
Things to Consider at Open Enrollment
Ok, it's no longer really open enrollment period, but I'm trying to build my 'In the Media' label up a little... but hey, maybe you've...
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