The Financial Independence Retire Early (F.I.R.E.) movement is a flawed concept...and I am not just saying that out of envy.
U.S. News columnist, Barbara Friedberg, used my commentary for her May 8th article titled, Sometimes Rebalancing Does More Harm than Good.
Last month, I sat in on a seminar to complete my biannual Hawaii insurance CE credit requirement. In a discussion about IRAs and qualified retirement accounts, the instructor suggested that it is better to name one's estate as the beneficiary of an IRA than a minor child. I could not disagree more with this guidance.
The enactment of the Tax Cuts and Jobs Act (TCJA) last December brought a number of significan
My oldest son, Noah, just turned 18... Here are some of the financial planning steps we took to help nudge him into adulthood on the right foot:
This month's podcast implores clients to take cyber security seriously and uses recent real client experiences to drive home the fact that the threat is very real.<