Why Roth IRAs make great financial sense In my experience, Roth IRAs and Roth 401ks are vastly underutilized, even though they make great financial sense and are […]
Getting through a career transition Life is about transitions. We graduate from high school and perhaps go to college, join the military or learn a […]
Your New Year financial checklist Before 2019 comes to a close, it’s a good time to run through a financial checklist before the New Year. […]
What is loss-aversion bias? Here’s some examples to help explain what loss-aversion bias is; chances are, you’ve experienced one of the following scenarios at […]
Staying true to financial plans in turbulent times Why is it — that when we are referring to the city just south of Jacksonville on Florida’s Atlantic coast […]
Planning for post-retirement Have you ever noticed how anti-climactic birthdays can be? The slow build-up all year long, only to eventually turn the […]
Socially responsible and green investing: a primer Restaurant menus are the worst nowadays — the calories are posted right there in your face! The salad can have […]
Balancing Risks and Rewards In this episode, we're going to talk about the importance of balancing risks and rewards. Since historically, overvaluation...
Generational Retirement Strategies In this episode, we’re going to talk about the effects of generational change. We look at some of ...
