Get Rich Not So Quick: 5 Tips to Maintain Your Wealth

May 4, 2019

You’ll notice the internet is full of these “get rich, stay rich” articles, but you’ll notice it’s mostly a lot of fluff without any real helpful advice. No matter how many times you read about how rich people have an “optimistic attitude”, “persistence” or “set goals”, as an advisor for the past thirty years, I can assure you that these vague tips don’t give you, or your retirement plan, much help.

Read More

The Phony Retirement Crisis

March 26, 2019

Contrary to the alarms, household savings are growing. But government plans are underfunded. Lawmakers are taking action to deal with the “retirement crisis.” More than 200 House Democrats are sponsoring a bill to expand Social Security benefits, funded by a dramatic increase in taxes. California, Connecticut, Illinois and Oregon have established state-run retirement plans for private sector-workers, which many progressives hope will supplant 401(k)s.

Read More