During my days investigating fraud and financial crimes as a detective, I saw so much criminal, financial abuse toward the elderly, that I had to share this important article. The unfortunate thing was that more often than not, there was little that could be done after the fact to recover the lost assets. And what [...]

This morning I opened my email inbox and found the same email of the City Council Agenda forwarded to me by six people. I never receive such emails, but I was asked my view of the proposed police officer retirement benefit changes. This is an important issue for the cops, but the lesson affects all [...]

Most people have no idea how much their mutual funds in or outside of their retirement accounts cost. If you’re like most people, you probably don’t know you’re being charged hundred’s or thousands of dollars each year, but you are.

2010 is an interesting year for Roth IRA’s because there are changes in the law that may really benefit you. Being that it’s fall, this is a good time of year to evaluate if a Roth IRA conversion is good option. You may be able to take advantage of the new laws or perhaps even [...]

If you’ve followed my writings for a while, you may have noticed my slant on financial planning is less about money and more about a rewarding and satisfying life.  Money is a necessary part of life, but not the purpose of it.  Sometimes we get so focused on earning money, that we forget what that [...]