Blog
Death and Taxes
I’m a Baby Boomer and currently enjoying Medicare and Social Security, both of which are funded by taxes. The seniors’ need for stability in these programs and indeed, increases, means the government will need more tax...
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Hang in There, This too Shall Pass!
One of my younger retirement plan participants emailed and commented she wanted to switch her portfolio to a less aggressive fund because “...it appears the stock market doesn’t seem to be getting any better...
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Compound Interest and The Rule of 72
The dollars in your retirement account today, are the most powerful of all the dollars that will ever be in your account.
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Live Better, Leave More
Many people believe that they must live frugally to build an inheritance for their loved ones. They deprive themselves of indulgences, such as travel and hobbies, even doing without...
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Reflecting on a Milestone Career in the Age of Coronavirus
I am wearing a mask, doing my part in blunting the attack of the coronavirus, writing the words in this essay that I had expected to be saying at a party. It was almost to the day, 50 years ago, that I entered the insurance business.
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