Connect with us

2016 Year End Checklist

Thursday, December 8th, 2016

It’s hard to believe but […]

continue reading

Fred’s Thinking

Monday, November 21st, 2016

The father of a mentor […]

continue reading

Do You Know What You Are Buying?

Monday, October 17th, 2016

I recently had a conversation […]

continue reading

Why Market Price Volatility is Irrelevant for You

Tuesday, April 19th, 2016

In the last eight months, […]

continue reading

Do You Have Time?

Friday, March 25th, 2016

While watching the news last […]

continue reading

Do We Have Enough?

Tuesday, January 26th, 2016

When I meet with someone […]

continue reading

Brother #1 vs. Brother #2

Tuesday, December 1st, 2015

Imagine for a moment that […]

continue reading

Take a Look Under Your Hood

Monday, October 12th, 2015

Days before the recent market […]

continue reading

How to Select the Correct Pension Option For You

Monday, September 7th, 2015

Over a decade ago, when […]

continue reading

Play The Odds

Tuesday, August 11th, 2015

While having dinner with friends […]

continue reading

Part II: International Investing

Friday, July 3rd, 2015

In my last article, we […]

continue reading

International (or Global) Investing

Thursday, June 4th, 2015

When you hear the phrase […]

continue reading

Warren Buffett’s Annual Report

Wednesday, April 22nd, 2015

If you’ve never taken the […]

continue reading

Did You Hear The Bell?

Tuesday, March 24th, 2015

Did you hear the bell […]

continue reading

Lessons From “The Patriot Way”

Wednesday, February 11th, 2015

As a very interested observer […]

continue reading

Your Retirement Challenges

Friday, January 23rd, 2015

How easy is it to […]

continue reading

The Dilemma of “Paying Attention”

Wednesday, December 17th, 2014

As I stated in my […]

continue reading

Why You Must Protect Yourself Now

Monday, November 3rd, 2014

Warning: This article contains graphic […]

continue reading

Is Monday ‘Just Another Day’ For You?

Friday, August 29th, 2014

Do you know what this […]

continue reading

What’s This Market Going To Do Now?

Wednesday, August 6th, 2014

On June 30th, the S&P […]

continue reading

What You Choose to Focus On

Thursday, July 10th, 2014

Assuming today is just an […]

continue reading

Your Marathon

Monday, June 9th, 2014

As has become the norm […]

continue reading

Do You Have The Right “Hat” On?

Monday, May 12th, 2014

During periods of turmoil and […]

continue reading

Happy Anniversary!

Monday, April 7th, 2014

We’re going to take a […]

continue reading

Discover YOUR Number

Monday, February 24th, 2014

If you’ve done any reading […]

continue reading

A Very Volatile Year

Tuesday, January 28th, 2014

As we move into a […]

continue reading

Year End Withdrawal Strategies

Monday, December 23rd, 2013

One of the questions I […]

continue reading

They Can Afford To Retire, But…

Monday, November 18th, 2013

Over the last 24 years […]

continue reading

The Apocalypse du Jour and McDonalds

Thursday, October 10th, 2013

I hope you’re appreciating the […]

continue reading

Will Your Kids Lose 45% of Your IRA??

Thursday, August 29th, 2013

Having to deal with the […]

continue reading

The Financial Media Salivates

Thursday, July 25th, 2013

Here’s Wall Street’s Market Watch […]

continue reading

Are We Due?

Monday, June 17th, 2013

“The stock market’s at an […]

continue reading

Your Long Term Care Insurance Conversation: Part II

Tuesday, May 28th, 2013

Last week, we identified what […]

continue reading

Paying Off Your Existing Mortgage

Friday, April 26th, 2013

One of the questions I […]

continue reading

STOP: A Brief (But VERY Important) Detour

Monday, March 11th, 2013

While dissecting The Relaxing Retirement […]

continue reading

The Answer You MUST Have First

Thursday, February 14th, 2013

We’re getting there! Over the […]

continue reading

Are You Making Decisions Based on ‘Rules of Thumb’?

Thursday, January 17th, 2013

As we begin the new […]

continue reading

2012-2013 Fiscal Cliff Tax Strategy

Friday, December 28th, 2012

As I write this, there […]

continue reading

Are You Letting The ‘Tax Tail’ Wag the Dog?

Friday, December 14th, 2012

Last month, I revealed an […]

continue reading

The Underlying Problem

Tuesday, November 27th, 2012

Earlier this month, I shared […]

continue reading

Should You Have “Lawsuit” Insurance?

Friday, November 16th, 2012

Warning: This article contains graphic […]

continue reading

What Credit Shelter Portability Means to You

Thursday, November 1st, 2012

As we roll through this […]

continue reading

Putting Probate To Bed

Saturday, October 27th, 2012

If you’ve ever had the […]

continue reading

Case Study – Buy vs. Lease Your Next New Car

Monday, October 1st, 2012

Previously, we laid the groundwork […]

continue reading

Your “Top 6% Club” Check-up”

Wednesday, September 19th, 2012

As we head into the […]

continue reading

What Does Labor Day Mean To You?

Wednesday, September 5th, 2012

Labor Day means many different […]

continue reading

Collecting Social Security Part II

Tuesday, August 21st, 2012

Let’s continue our discussion from […]

continue reading

What Do You Want To Have Happen When You’re No Longer Here

Tuesday, August 7th, 2012

As many of you know, […]

continue reading

Should You Collect Social Security Before Age 66?

Monday, August 6th, 2012

As I mentioned recently, I […]

continue reading

Walking That Fine Line When Helping

Monday, June 25th, 2012

You’re there! You’ve paid off […]

continue reading

15% vs. 35%

Friday, June 8th, 2012

You’ve taken the steps you […]

continue reading

A Great Conversation To Start

Monday, June 4th, 2012

I recently had a great […]

continue reading

Costly Mistakes Found On Your Tax Return

Thursday, April 26th, 2012

Another tax season is coming […]

continue reading

A Brief Detour: What NOT To Do

Tuesday, April 3rd, 2012

While dissecting The Relaxing Retirement […]

continue reading

Which Train Should You Be On?

Friday, March 23rd, 2012

As we discussed last month, […]

continue reading


Wednesday, March 7th, 2012

If you pick up a […]

continue reading

The Question You MUST Have An Answer To

Friday, February 24th, 2012

We’re getting there! Over the […]

continue reading

Retirement Bucket™ Dependence

Friday, February 10th, 2012

Dependence is not exactly an […]

continue reading

Why It’s All Different Today

Thursday, January 26th, 2012

There’s a direct link between […]

continue reading

Protect Your Confidence

Monday, January 9th, 2012

I have two very important […]

continue reading

Year End Harvesting

Friday, December 23rd, 2011

As we move through December, […]

continue reading

A Mayonnaise Jar and Two Cups of Coffee

Friday, December 2nd, 2011

In honor of Thanksgiving and […]

continue reading

Performance Gap Reason #1

Monday, November 21st, 2011

Last month, I shared the […]

continue reading

How to Handle Bad Economic News

Thursday, November 3rd, 2011

Well, it’s now official. We’re […]

continue reading

When to Consider vs. Question Annuities: Part I

Wednesday, October 19th, 2011

After outlining some of the […]

continue reading

What’s An Annuity Anyway?

Friday, October 7th, 2011

Different economic cycles lead to […]

continue reading

How to Gift and Avoid Taxes

Friday, September 23rd, 2011

All of our discussions lately […]

continue reading

Dealing With Estate Taxes Is Now Easier

Tuesday, September 13th, 2011

As the final days of […]

continue reading

How Your Family Can Benefit From “The Inherited IRA”

Thursday, August 25th, 2011

Last month, we talked about […]

continue reading

An Independence “Check-Up”

Friday, August 5th, 2011

The first half of 2011 […]

continue reading

What Is Your Plan If…

Monday, July 25th, 2011

It’s a bright “blue skied” […]

continue reading

What You Must Think About BEFORE Thinking About Long Term Care Insurance | Part II

Wednesday, July 20th, 2011

Earlier this month, we identified […]

continue reading

Can You Afford to Get Rid of Your Life Insurance?

Monday, June 27th, 2011

One of the responsibilities that […]

continue reading

Positive Changes to the Homestead Protection Law

Tuesday, May 31st, 2011

Relaxing Retirement member Cliff Straw […]

continue reading

Is It a SIN to Have a Mortgage in Retirement?

Wednesday, May 11th, 2011

In an article last month, […]

continue reading

Should We Pay Off Our Mortgage?

Wednesday, April 27th, 2011

One of the questions I […]

continue reading

Is This Taxable to You?

Tuesday, April 19th, 2011

Income taxes…payroll taxes…sales taxes…property taxes…estate […]

continue reading

Objective Rebalancing

Tuesday, April 5th, 2011

You’re there! You’ve determined just […]

continue reading

What NOT To Do

Tuesday, March 22nd, 2011

While dissecting The Relaxing Retirement […]

continue reading

Don’t Fall Prey to “Last Year’s Winner” Syndrome

Thursday, March 3rd, 2011

If you pick up a […]

continue reading

The Relaxing Retirement Equation: Determine Your Required Rate of Return

Thursday, February 24th, 2011

Over the last few weeks, […]

continue reading

What’s It Going To Cost?

Tuesday, January 25th, 2011

We’ve begun walking through the […]

continue reading

Getting Ready for the 2011 You Want

Thursday, January 20th, 2011

As we shift gears into […]

continue reading