Monthly Archives: April 2018

The Dull Subject That Can Save Your Life

The following is a chapter from our book, MoneySense, which is available from Amazon. “I don‘t know how much I‘m paying for various things. I don‘t know how much interest I‘m paying on my credit cards. I don‘t want to know what I‘m paying for all these things. And Judas Priest! How did I run…

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I Can’t Retire This Year: What Do I Do? The possible answer to insufficient savings, retire a little later.

Someone is a decade or less from retirement. He or she wants to retire at age 62 but lacks sufficient resources. This is a problem many people are facing and they bring the problem to advisors. “I’ve had clients who had the retirement bug and I had to tread very carefully with them. Sometimes clients…

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