There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?

My friend Dave Ramsey invests in two things: mutual funds with long track records of success and paid-for real estate. He loves real...

To say a lot is going on in the world right now seems like an understatement, doesn’t it? You're not alone.

Defining your investment plan When choosing the best way to invest in the stock market, it is good to look at a few items that make up...

What is a “Holistic Plan?” It’s not uncommon to hear the term “holistic plan” in the financial planning and services industry. Most...

Follow the Baby Steps in order, and stick with them! It is great when Dave Ramsey shares an exciting social media post about investing...

The SECURE ACT 2.0 and the ROTH IRA As I write this article, one quote from my kid’s favorite Christmas movie comes to mind, “keep the...

Dueling Contributions Beginning Baby step 4 (Funding retirement accounts) can be exciting for anyone who has emerged victoriously from...

Should I consider expanding my investing beyond stocks and bonds? For most time periods, some combination of stocks and bonds has worked...

In investing, risk tolerance is a phrase used to describe how much an individual is willing to see their account fluctuate, due to the...

What You Can Control vs What You Can Not Control You have spent your entire working career accumulating wealth so you could reach this...

When thinking about pain, we know how the brain processes pain can provoke strong emotional reactions such as fear, anxiety, or, in some...

The new year brings new goals, resolutions, and even the occasional inflation-adjusted retirement contribution limit. Ah, the things we...

In high school, there was this thing called “high waters.” If your jeans or khakis showed any of your socks or, worse yet, the skin from...

It’s the super bowl for Financial Planners and Tax Planners! Ok, maybe that is a little extreme but every year the IRS announces changes...

Time flies! I was reminded of that saying this week as my wife began prepping for her 5th season of coaching high school girls'...

The Social Security Administration COLA The Social Security Administration is set to announce the 8.7% cost-of-living adjustment (COLA)....

Inflation: What is it? Inflation is a word that is not spoken of regularly in our social circles. It has been mostly used in financial...

Social Security is a benefit nearly 1/5th of the country is currently receiving and the majority of working Americans pay into it. How is...

Healthcare has undoubtedly been a hot topic in the last few years. However, for those of us in the retirement planning industry, we’ve...