Stock markets are at all-time highs in the US. The Dow Jones Industrial Average trails the other major indexes, up only 18% in the past...

Two minute video explains how getting old impacts your IRA accounts.

In 1984 a medium sized life insurance company made a portfolio allocation "bet" that caused its trajectory to soar for the next 30-years....

I'm not sure which came first when it comes to scrambled eggs and chicken sandwiches. But I know what HAS TO COME FIRST when you are...

Have you heard about indexes that use algorithms or mathematical formulas to guide their asset allocation? No human money manager. A...

A syndicated columnist each year writes about how he allows young trick-or-treaters to choose from two treats. One treat is a small piece...

Fixed Indexed Annuities guarantee that you cannot lose money due to market performance. That quality makes them an option for your...

Two retirees recently told me that they are waiting for 8% before they move their nest egg out of the bank. They both mentioned articles...

Imagine you have a Roth IRA, a 401(k) at work and a brokerage account. A fairly typical situation these days. You are 65-years old and...

Beef Amazon Prime Gasoline Haircut Electricity Let me start the list of pain in the wallet. You go next. Who is asking you for more money...

Think this question over- Does your financial advisor really listen to what you say and does he still today have new ideas to improve...

Last year was a good one for the "stock market". The major stock indexes all had double digit gains. Of course there were some stocks...

You may have heard of "Income Buckets" before. This proven strategy to generate retirement income often uses three buckets of money- each...

Do you include an annuity or two as a part of your retirement savings? Annuities are a common part of many retirement accounts because...

This is the 25th anniversary of the introduction of a safe money retirement option, the Index Annuity. Here we will look at the...