Much has been written about the inadequate level of saving by Baby Boomers in America. Not a day goes by…
Oil is on sale! With such low prices, our client Marcus Junius Brutus the Younger has decided that now is…
Many company officers and other highly-compensated executives receive a whole host of employer retirement benefits, including not only a 401(k)…
Today’s post is inspired by Charlemagne, who writes in to ask about a sudden drop in value of one of…
To iron out his retirement plan, Temüjin meets with a financial advisor. Temüjin’s plan is ambitious, with a travel itinerary…
Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying…
A client expresses concern over his growing debt. The fact that the wealthy individual even has debt is puzzling. Despite…
Can I interest you in a car that has a built-in dishwasher? It’s just like a regular car, but unwieldy…
Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities…
Imagine wandering around your favorite department store. There is a massive sale – with many products being sold below cost!…