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Breaking Down The Future – Your Retirement Roadmap

How I Got Started I started out going to college and learning that I was extremely interested in working with numbers. After graduating, I decided I wanted to pursue becoming a CPA. After I finished up my Master’s, it was around 2008 and as many are aware, the market crash happened, so I ended up […]

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Moonlighting &Raquo; 35436Ecd

Moonlighting

With the onset of remote and hybrid work, the practice of moonlighting has come into focus again. Moonlighting is when employees have a second job in addition to a regular job. Hybrid workers are using time saved from the commute to work and idle time left over from finished assignment to work a second or […]

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Secret of Financial Security: Consider Living Below Your Means

Billionaire Warren Buffet still lives in the house he bought in 1958 for $31,500. Mega-star Keanu Reeves is worth over $350M but says he’s happier living a modest lifestyle rather than in a Hollywood mansion. In fact, he didn’t own a home for many years after he became a famous, high-paid actor. And Virgin Group […]

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50 Years of Financial Progress for Women

As the lower-paid sex, women have no shortage of insecurities about their retirement finances. Only one in five working women feels “very confident” of being able to retire comfortably, the Transamerica Center for Retirement Studies reports in its annual retirement survey. More than half say they don’t earn enough or have too much debt to […]

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Best Wishes For 2023, Another Challenging Year For Consumers &Raquo; 6A00E550081576883402Af14Aced41200B 320Wi

Best wishes for 2023, another challenging year for consumers

My best wishes to you and your loved ones for 2023. On New Years eve, I wrote about the top consumer and personal finance stories of 2022. Inflation and higher interest rates topped the list, and I predict that those two issues will continue to confront consumers throughout the new year. My recommendations include: be […]

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Top Consumer And Personal Finance Stories Of 2022 &Raquo; 6A00E550081576883402Af148B3E73200C 320Wi

Top consumer and personal finance stories of 2022

It’s time for my annual article on the top consumer and personal finance articles of the year. As usual, there aren’t many reporters covering this important topic. However, in addition to the best news, health, political, and science stories of the year, there’s a new category: the top climate change stories. Of course, climate change […]

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What I’ve Learned in 30+ Years of Studying Retirement

In more than 30 years of researching, writing, and advising about retirement and retirement planning I’ve learned that a key to a successful retirement is an open, inquisitive mind. That’s because almost everything about retirement finances changes over time. I could fill a book with only the changes to both income taxes and estate taxes […]

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