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What You MUST Know
Before Investing

Wednesday, February 26th, 2020

Good Morning Relaxing Retirement Subscriber, […]

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But, I Don’t Have Time to
Make it Back

Thursday, February 20th, 2020

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Have You Ever Stopped to
Think About Why You Invest?

Wednesday, February 12th, 2020

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Three Steps to Take For Your Family
This Holiday Season

Wednesday, December 18th, 2019

Good Morning Relaxing Retirement Subscriber, […]

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A New Decade:
The World is Your Oyster!

Wednesday, December 18th, 2019

Good Morning Relaxing Retirement Subscriber, […]

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Back to The Fundamentals

Wednesday, January 8th, 2020

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Redefine the “R” Word

Tuesday, January 14th, 2020

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3 Answers You Need to Confidently
“Flip the Switch” to Your BEST LIFE

Wednesday, January 22nd, 2020

Good Morning Relaxing Retirement Subscriber, […]

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Step II of The
Relaxing Retirement Formula

Tuesday, February 4th, 2020

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It’s Not About Living on a “Budget”

Wednesday, January 29th, 2020

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What The New SECURE Act
Means For You

Thursday, January 2nd, 2020

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Be Aware of Which “Hat”
You Have On

Tuesday, December 10th, 2019

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Thanksgiving Gratitude

Wednesday, November 27th, 2019

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Smarter Charitable Donations

Wednesday, October 9th, 2019

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Part II: Smarter Charitable Donations

Thursday, October 17th, 2019

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The “News” The Media Missed Last Week

Thursday, October 24th, 2019

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DALBAR Reports Dismal Results
and Confirms Biases

Wednesday, October 30th, 2019

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Investor Biases You Must Avoid

Tuesday, November 5th, 2019

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Massive Underperformance Reason #2: Fees

Thursday, November 14th, 2019

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Perspective on Market High Fears

Wednesday, November 20th, 2019

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Annual Tax Loss Harvesting

Thursday, December 5th, 2019

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When to Consider
and When to Run From Annuities

Tuesday, October 1st, 2019

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Beware of One-Size-Fits-All Annuities

Wednesday, September 25th, 2019

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What Surrender Charge?

Tuesday, September 17th, 2019

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Evaluating Social Security
Benefits for Your Spouse

Wednesday, September 11th, 2019

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Will You Collect Social Security Benefits
Before Age 66?

Thursday, September 5th, 2019

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LABOR Day

Wednesday, August 28th, 2019

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A False Premise That Leads
to Bad Investment Decisions

Tuesday, August 20th, 2019

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Calculating Your Capital Gains Tax
on The Sale of Your Vacation Home

Tuesday, August 13th, 2019

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How Much Will You Owe in Capital Gains Taxes
When You Sell Your Home?

Wednesday, August 7th, 2019

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Obvious and Logical

Wednesday, July 31st, 2019

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Should You Continue Renting or Buy a Second Home?

Wednesday, July 24th, 2019

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How Often Do You “Look?”

Wednesday, July 17th, 2019

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Forget The Old Definition of Retirement And
Define Your Ideal Lifestyle

Wednesday, July 10th, 2019

**This is an excerpt from […]

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Thoughts on Your Independence

Wednesday, July 3rd, 2019

“What is the essence of […]

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Prepare For The Unpredictable

Tuesday, June 25th, 2019

Good Morning Relaxing Retirement Subscriber, […]

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Know How Not To Give It All Away In Taxes – Part II

Tuesday, June 18th, 2019

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Know How Not To Give It All Away In Taxes – Part I

Wednesday, June 12th, 2019

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Help Your Kids Avoid
Losing 40+% of Your IRA

Wednesday, June 5th, 2019

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Prepare Your Kids
How To Inherit Your IRA

Wednesday, May 29th, 2019

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Consolidate Those Accounts!

Tuesday, May 21st, 2019

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Three Controls a Revocable
Living Trust Provides Best

Tuesday, May 14th, 2019

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Revisiting What Your Family Will Do
When You’re No Longer Here

Wednesday, May 8th, 2019

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Valid Reasons to Have a Mortgage in Retirement

Tuesday, April 30th, 2019

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Should You Pay Off Your Mortgage?

Wednesday, April 24th, 2019

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Lessons From One of
The Lost Boys of Sudan

Wednesday, April 17th, 2019

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Rebalancing Guidelines

Wednesday, April 10th, 2019

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Can You Now Just “Set it and Forget it”?

Wednesday, April 3rd, 2019

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What Drove The Market Down (or Up) Yesterday?

Thursday, March 28th, 2019

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Reversion to the Mean and TIME

Tuesday, March 19th, 2019

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Higher Expected Returns

Tuesday, March 12th, 2019

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The Most Influential Decision You Must Make

Tuesday, March 5th, 2019

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Knowing What NOT to Invest

Tuesday, February 26th, 2019

Good Morning Relaxing Retirement Subscriber, […]

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Discover the “Real”
Rate of Return You Must Earn

Wednesday, February 20th, 2019

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Two More Responsibilities to Your Task

Tuesday, February 12th, 2019

Good Morning Relaxing Retirement Subscriber, […]

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Purchasing Power

Tuesday, February 5th, 2019

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Where Will Your Income Come From?

Tuesday, January 29th, 2019

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What’s Your Retirement Bucket Dependence?

Thursday, January 24th, 2019

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The Three Questions On Everyone’s Mind

Wednesday, January 16th, 2019

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Goal vs. Market Focused

Wednesday, January 9th, 2019

Good Morning Relaxing Retirement Subscriber, […]

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Protect Your Financial Confidence
with Meaningful Specifics

Thursday, January 3rd, 2019

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For a Great 2019

Thursday, December 27th, 2018

Good Morning Relaxing Retirement Subscriber, […]

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Exploring Tax Loss Harvesting

Tuesday, December 18th, 2018

Good Morning Relaxing Retirement Subscriber, […]

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Part II: Strategic Year-End Donating

Tuesday, December 11th, 2018

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Part I: Strategic Year-End Donating

Thursday, December 6th, 2018

Good Morning Relaxing Retirement Member, […]

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Year-End Checklist

Tuesday, November 27th, 2018

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Creative Gratitude

Tuesday, November 20th, 2018

Good Morning Relaxing Retirement Subscriber, […]

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Volatility and Confidence

Thursday, November 15th, 2018

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Election Season Danger

Wednesday, November 7th, 2018

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Business Owner

Wednesday, October 31st, 2018

Good Morning Relaxing Retirement Subscriber, […]

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Is This Dangerous Bias Kicking In Right Now?

Wednesday, October 24th, 2018

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The Black Monday Lessons

Thursday, October 18th, 2018

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Do You Have a Verb Problem?

Wednesday, October 10th, 2018

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Do You Still Need That Life Insurance Policy?

Wednesday, October 3rd, 2018

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Before You Put Your Home on the Market

Tuesday, September 25th, 2018

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Are You “Paying Attention”: Part III

Monday, September 17th, 2018

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Are You “Paying Attention”: Part II

Tuesday, September 11th, 2018

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Are You “Paying Attention”

Thursday, September 6th, 2018

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Do You Know What Day Monday Is?
(Hint: It’s Not Hump Day)

Tuesday, August 28th, 2018

Good Morning Relaxing Retirement Subscriber, […]

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How To Shop for Long Term Care Insurance

Tuesday, August 21st, 2018

Good Morning Relaxing Retirement Subscriber, […]

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How Will You Pay?

Wednesday, August 15th, 2018

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Part II: Playing The Odds at Every Turn

Wednesday, August 8th, 2018

Good Morning Relaxing Retirement Subscriber, […]

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Playing The Odds at Every Turn
(with Updated Statistics)

Tuesday, July 31st, 2018

Good Morning Relaxing Retirement Subscriber, Several years […]

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Is Dental Insurance Worth it?

Monday, July 23rd, 2018

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Part II:
Does This Sound Like Anyone You Know?

Wednesday, July 18th, 2018

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Does This Sound Like Anyone You Know?

Tuesday, July 10th, 2018

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Do You Qualify for a
Homeowner’s Insurance Premium Refund?

Tuesday, June 26th, 2018

Good Morning Relaxing Retirement Subscriber, […]

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Buying vs. Leasing Your Next New Car

Wednesday, June 20th, 2018

Good Morning Relaxing Retirement Subscriber, […]

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How To Buy Your Next Car

Thursday, June 14th, 2018

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The Two Steps Your Kids Must Take
to Avoid Losing 40+% of Your IRA

Tuesday, June 5th, 2018

Good Morning Relaxing Retirement Subscriber, […]

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Don’t Let Your Kids Lose
40+% of Your IRA

Wednesday, May 30th, 2018

Good Morning Relaxing Retirement Subscriber, […]

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Clearing Up All Gift Tax Questions

Tuesday, May 22nd, 2018

Good Morning Relaxing Retirement Subscriber, […]

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Does Your Family Know What You Want
Them To Do When You’re No Longer Here?

Wednesday, May 16th, 2018

Good Morning Relaxing Retirement Subscriber, […]

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The Stock Market is Having its Worst
Second Quarter Since the Great Depression

Tuesday, May 8th, 2018

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Before You Help Your Grown Children

Tuesday, May 1st, 2018

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