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I’d bet a pint of Guinness on St. Patrick’s Day that anyone who’s been a financial advisor for more than a minute has been faced with…

The recent passing of Gene Hackman and his wife Betsy Arakawa reveals a profound truth about our current approach to later life. Their deaths—occurring days apart…

A mega backdoor Roth conversion is a retirement plan strategy that can allow individuals to allocate money to the Roth tax strategy above and beyond both…

If you want to retire in or to California, you may wonder how California will take your Social Security and other retirement benefits. There is some…

The description of facts here is based on a real case. We addressed a complex matter of drug addition in an elder, related financial ripoffs, and…

I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is a fabulous part of a…

A massive jump in economic policy uncertainty, highlighted by President Donald Trump’s on-again-off-again tariffs and other policy back and forth, has characterized the first few months…

One of my favorite books is “Tuesdays with Morrie: An Old Man, A Young Man, and Life’s Greatest Lesson by Mitch Albom. While it was originally…

Especially in times of market uncertainty or volatility, our attention tends to be sucked into the bottomless vortex of pointless prognostication and aimless activity. Yet, if…

You’re sitting in your office hurrying to get that last project accomplished before time runs out. It’s not just the usual deadline. It’s your deadline. It’s…