Money Clinic: How to Choose the Right Money Coach

Whether you call him a coach, advisor or consigliere – choosing the right person to help you with your money decisions can be one of the deciding factors in reaching your financial goals. While most people like other people that make them “feel good”, having the right coach that can help move you from your […]
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Money Clinic: Create Multiple Sources of Retirement Income

Most people depend on two sources of income in retirement – tax-deferred retirement plans and Social Security. Unfortunately, many middle-income Americans feel the tax sting when it comes time to withdraw money in retirement. Traditional IRAs, 401k’s and 403b’s are best viewed as partnerships with the government. The government effectively owns a percentage of your […]
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Money Clinic: The Power of Dividends

There is something a little magical about the impact of dividends — particularly reinvested dividends — on the value of a portfolio. Dividends have historically played a significant role in total return. Some of the most successful investors I know have relied on the mystical power of dividends to grow their fortunes and create solid […]
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Money Clinic: Don’t Reward Bad Behavior

Last September, Wells Fargo settled with regulators after it was revealed that employees had opened as many as 2 million accounts in the names of customers without their knowledge. This launched a massive investigation, two congressional hearings, and eventually led to former CEO John Stumpf stepping down. Wells Fargo is one of the largest holdings […]
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