The Proof Is In The Pudding…Really? What Flavor?

I do not hide the ball from my clients and prospective clients.  I am more than straightforward with my advice about where to store their wealth since I even publish my recommendations.  But there are dangers to being this overt and frank.  One is the danger that my advice could be misconstrued or over-simplified.  A (Continued)

How Do You Make Him Shut Up?

I get asked “money” questions all the time. The most common query by far is: “I have some money in an old 401(k).  Do you think you could do anything with it?  It’s just sitting there and I don’t know what to do with it.” I hate that question.  I have nothing against the person (Continued)

Why…and How to…Save?

Do you have an emergency fund?  Is it large enough?  When do you tap into it and how is it re-supplied? I ask these questions because, as I remarked in my book, “In all the years that I have practiced, I can safely say that less than 5 percent (probably less than 1 percent) of (Continued)

Making A Difference: An Easy Start

Though I have been away from writing and blogging for several months, Christmas always inspires me to send some message,whether good or bad, to those I care about .  So here I go. Throughout my life, I have heard dozens of people say, “If I had a million bucks…” and then go on to describe whatever (Continued)

Believing Is Receiving

In the past I have focused on some false financial ideas surrounding Christmas. Today, I want to consider a true, but often overlooked, component of the season. Imagine for a moment that you are one of the shepherds “watching and keeping the night watches over their flock.” And imagine further that “an angel” appears while (Continued)