120% Rate of Return

If your employer offers a pre-tax retirement savings plan like a 401k, 403b, 457, or similar and they offer a matching contribution you may be the lucky benefactor of a 120% rate of return on your contributions. Let me explain....

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Widen the gap between your last day of work and your last day on planet earth

Chris and I have successfully helped over 400 families enter retirement. Some of those folks continue to live a wonderful and fulfilling retirement. Unfortunately, some only had a brief time to enjoy their retirement. You see, once in a while...

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We’ve been called a lot of things. Now we can add tease to the list.

Which is appropriate – as this is our teaser video for FinovateFall 2014. If you are planning to attend, the video should whet your appetite – and even if you aren’t attending, it’ll probably make you wish you were. Since...

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The 10% Savings Trick

We hear it quite frequently…”I just can’t afford to put aside 10% of my paycheck towards retirement.” Or sometimes…”We are just barely getting by on the income we have right now.” If you find yourself in this position then I...

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What Investing and Ice Cream Have in Common

I love ice cream. My wife doesn’t love that I love ice cream, nor does my doctor. But it is my guilty pleasure and I love it. In fact, if I was to walk into a grocery store and find...

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