If you drive a car, I'll tax the street; If you try to sit, I'll tax your seat; If you get too cold, I'll tax the heat; If you take a walk, I'll tax y...

The 2021 Social Security Trustee's Report was recently released and the 2022 COLA is near finalized.  What can we expect for the COLA and glean from t...

In the age of Covid, everyone has seemingly become a data expert .... regardless of one's understanding of data and statistics (sigh).    Hear Kevin h...

You may have acquired stock and seen it significantly rise in value over time. Now you're not sure what to do: let it ride or sell, pay taxes, and rei...

Have you heard of ESG? Many investors today are selecting investments in part based on Environmental, Social, and Governance (ESG) criteria. Don't lik...

Do you know a smart, financially savvy person that still hires a financial advisor? Ever wonder why they do so? Many family stewards often seek an adv...

What type of investor are you? Are you conservative, moderate, or aggressive?   These qualitative descriptors are how most think of risk. But what is ...

Many think retirement planning is all about number crunching. While undoubtedly important, you first need to consider the personal and social aspects ...

Having reasonable assumptions for investment returns is critically important for many reasons. These assumptions will impact your retirement plan, inv...

One of the beginning steps in every retirement plan is to value your assets and project their values into the future. Valuing assets like stocks and b...