If you’ve worked with a financial advisor before, they’ll often ask you to fill out a multiple-choice questionnaire designed to assess your tolerance for risk.
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Well, that's what I want to cover today. The difference between optimal and practical.
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I'm not a fan of annuities. If you’ve been following my writing for any length of time, this will come as no surprise to you.
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Wouldn't it be great if there were a crock-pot version of investing? Turns out, there is.
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Yes, I've written here before about my belief that a financial plan is pretty worthless.
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A Florida law changed, but no one bothered telling us...
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What do you most enjoy spending money on? And why?
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Like virtually all matters in your financial plan, when it comes to Roth IRAs... well, it depends.
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Have you heard of Downsizing & Move Managers, specifically Senior Move Managers?
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