In over three decades as a financial advisor and five generations of family investment experience, I have come across many beliefs about money and financial planning that are just not true. These money myths often stand in people’s way, creating barr...

Trying to sort through the vast amount of information available on retirement planning can be time consuming and confusing. It can also very easily lead you to leap to the wrong conclusion. In this article, I review 6 of the most common retirement pl...

As your parents age, you are often faced with the need to have conversations with them about sensitive topics. These conversations can be difficult and uncomfortable. Consider the following tips on how to approach some common topics....