The most important rule in planning for retirement is to save early and often. How early and how often? Start as soon as you begin earning an income and save some of every paycheck. If you haven’t been saving, then the time to start is now. Saving early gives you what...
I meet with a lot of executives, managers, and other highly compensated employees of publicly-traded companies, and I often spot a big red flag in their portfolios: They have lots of money tied up in the stock of the companies they work for. The buildup may have...
Nearly everyone needs life insurance, but it’s easy to end up with a bad policy. I’m specifically talking about permanent life insurance which provides protection for your entire life as long as you continue paying the premium and the insurer remains solvent....
Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to convey their expertise....
There aren’t too many household names in the world of investing – but Warren Buffett is one of them. His annual shareholder letters are famous beyond financial professionals for his clever quips and keen insights that find their way into mainstream media and to the...
