Are target-date funds the right investment for your retirement? It depends on your goals, time horizon and risk tolerance.

Are Target-Date Funds Right for You?

Target-date funds is a phrase you may come across when looking at investment options in a 401(k), 403(b) or other type of defined contribution retirement plan. The media loves to talk about them as well. In fact, according to Morningstar, there is over $750 billion invested in target-date funds. But do you know what a[…]

Can Millennials retire like their boomer grandparents? Social Security and the Market may be a factor.

Can I Achieve Financial Independence?

I know this question isn’t probably top of mind for Millennials. Do you even know what “financial independence” means or looks like for you? Let me give you an idea. Financial independence is the new term for retirement because for many of us, it doesn’t mean playing bridge or golfing every day in sunny Florida.[…]

Advisors embrace elimination of Obamacare taxes question GOP replacement plan

Best Investment Advice: Don’t Panic!

Remember the stock market crash of 2008? My bad for bringing up ugly memories, but, hey, it hit us all pretty hard. For many, the first thought was “Sell! Sell! Sell!” however if you had a good (and sane) financial advisor they probably told you this: Don’t panic! Our financial climate is constantly changing, and[…]

Quoted in InvestmentNews – I Support #Millennials

Hot on the #millennial trail once again, I was featured on InvestmentNews.com yesterday for an article about how financial advisors / the financial services industry doesn’t make millennials a top priority. How rude! Well, you all know that this isn’t true over here. My quote says it all. Check it out the article here.