Money 101

Why Service Is King in 1(800)# Teenage Wasteland

Service is King, even today when many financial firms treat it like the Joker. Try getting a copy of your 1099, or figuring out...

Inflation? Yes.

You don’t need to read the latest Producer Prices report to see that inflation is here. All you need to do is go for...

Fidelity Investments #1: Hires 4,000 Focuses on YOU

The financial services business is booming. The keyword being “services.” Because as millions of existing and new retirees look for help, the demand for...

It’s as Simple as 4%? No, Not Anymore

In my conversation with you this week, we talked about the appropriate draw rate from your portfolio. We discussed how the days of a...

One Word Explains the Worth of Your Neighbors’ House

In my conversations with you, you’re telling me home prices are crazy. It really doesn’t matter where you live. Take, for example, a realtor...

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