As parents, we spend the first 18 years of our children's lives trying to teach them how to become independent. Unfortunately, too often we spend the next 30 years making sure they never have to be. According to a recent AARP study, an astonishing 75% of parents surveyed reported providing [...]
When I was a kid, celebrating Halloween was a pretty simple affair. About a week before the big day, my mom would ask me what I wanted to be. If we could make the costume using things we had around the house, that's what we did. Otherwise, we'd head to [...]
Legendary political strategist Lee Atwater famously observed that "perception is reality." In other words, how someone feels about a situation often matters more than what the facts actually are. According to a recent Pew Research Center survey, nearly four in five Americans believe the U.S. economy is in fair or [...]
As a financial advisor, I do all I can to stay current on the ever-changing rules and regulations related to the world of finance. I take pride in my understanding of these matters, but when a client recently asked me about changes to a particular type of savings account, I [...]
According to a 2025 study by the Pew Research Center, more than half of Americans over the age of 65 who live alone say they feel lonely or isolated. Unfortunately, there is an entire industry of criminals who are using that loneliness as a way to scam them out of [...]
John D. Rockefeller once famously said that the only thing that gave him pleasure was watching his dividends come in. If true, that may be one of the saddest perspectives on money I have ever heard. Money can certainly provide a financial return, and growing it wisely is important. But [...]
Hopefully, by now, most people understand the threat gambling addiction can pose to financial success. An occasional lottery ticket purchase or night at the boats may be fairly harmless, but we probably all know someone whose life was seriously damaged when these behaviors got out of control. Believe it or [...]
When I was a kid, I would often dream about what it would be like to be a millionaire. I remember watching cartoons like Richie Rich and shows such as Lifestyles of the Rich and Famous and imagining what it would be like to have seemingly unlimited amounts of money. [...]
For those not paying attention, credit card companies are currently engaged in an aggressive “perks war,” offering massive sign-up bonuses to attract new customers and increasingly generous rewards for those using their cards. I was literally able to subsidize a significant portion of our summer travel expenses this year simply [...]
A phone rings. The familiar voice on the other end identifies themself as your grandson. He says he’s in trouble and needs money immediately. The only problem is it isn’t him. It’s a computer program using artificial intelligence. According to the American Association of Retired Persons (AARP), AI-enabled fraud has [...]
