What makes us most worried about money? Partly it’s about having the things we want, or at least the things our neighbors seem to have. Debt is another source of … Read more →

It’s the stuff of nightmares for near-retirees: A sudden, dramatic plunge in the stock market, just months away from your last day at work. That happened to a lot of people … Read more →

Saving for retirement is a problem but one with a fairly simple solution: Put money away and invest safely so that it can compound. Once you hit retirement, however, the challenges begin. What … Read more →

The money world is full of people giving advice, most of it worth exactly what you pay for it: zero. The Internet, cable TV and money magazines are jammed with … Read more →

The investment bank J.P. Morgan recently released an interesting, very lengthy report on the state of the markets. Compelling reading, but the really arresting chart was all the way out on slide … Read more →

Could you live on Social Security? That seems to be a stock answer for many folks nearing retirement, and it’s a tremendously misguided view. According to the Social Security Administration’s … Read more →

As May creeps toward us you will begin to hear traders talking about the “Halloween indicator” or using the phrase “Sell in May and go away.” Both adages refer to … Read more →

The great thing about retirement planning is that it can help you feel secure and ready for what’s next. The problem? It’s just a guess at best. You have to make assumptions to … Read more →

Charles Dickens understood budgeting quite well. In David Copperfield, the character Mr. Micawber notes: “Annual income twenty pounds, annual expenditure nineteen pounds nineteen and six, result happiness. Annual income twenty pounds, … Read more →

Retirement investors have a simple task: Compound their money steadily over decades at minimal risk. Easy, right? You’d be surprised. Many of us want the kind of sure-footed advice that will lead to … Read more →