#1 Thing To Do For Retirement Happiness

In never ceases to amaze me that when it comes to discussion about retirement, advisors and clients alike overlook the most important issue; whether or not there is a mortgage. Why do I say this is the most important issue? Well, simply look at this study from the Bureau of Labor Statistics (BLS): “Housing was … Read more#1 Thing To Do For Retirement Happiness

Best Financial Planning Book You’ll Ever Read

About ten years ago, I came across the book “Spend Till The End” by Boston U. economist, Larry Kotlikoff, and well known financial writer, Scott Burns. From the first page, I was immediately enthralled.  They challenged everything, and I mean EVERYTHING, we’ve been taught to believe about financial planning.  Now, be advised, I’ve always been … Read moreBest Financial Planning Book You’ll Ever Read