Am I Going To Be Okay? (Part 1)
One of the most common questions I get asked by retirees is, “Am I going…
SFSAugust 8, 2023
The Future of Retirement
The world’s population is getting old, really old. In the United States, about 10,000 people…
SFSAugust 8, 2023
Is Your Retirement Account a Tax Bomb?
Conventional wisdom has said to put as much away as possible into tax-deferred retirement vehicles,…
SFSAugust 8, 2023
A Brief History of Dollar Doubts and Dominance
If you ever worry about the future of the U.S. dollar, you are not alone.…
SFSMay 31, 2023
The Global Reserve Currency and De-dollarization
Since 1944, the United States dollar has officially been the world’s reserve currency. With the…
SFSMay 31, 2023
Is the Bank the Safest Place?
At times, I have had clients tell me they keep so much money in the…
SFSMay 31, 2023
Managing a Mountain of Risk
Going up the mountain, a climber has a good perspective of where to place each…
SFSMay 31, 2023
Buying Big Ticket Items
Big purchases and expenses are inevitable in life. We save up, prepare, and try to…
SFSMay 31, 2023
To Buy a CD, or Not to Buy a CD
Due to the Federal Reserve increasing the federal funds rate, several fixed-rate investment options have…
SFSMarch 31, 2023
Lessons From Past Bear Markets
I just checked the calendar. It is 2023, not 2008. What a relief! I have…
SFSMarch 31, 2023