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AN AARP TALE: "THE PAYOUT RATE VS. THE INTEREST RATE"

My 85 year old father recently received a solicitation from AARP.  For those that may not know about AARP, it stands for the American Association of Retired Persons.  He […]

Financial Tales

A BEGINNER’S TALE: "HOW DOES TIMING AFFECT MY RETIREMENT?"

We’ve all heard the phrase “timing is everything.” It is especially important when you reach the stage in your life where your portfolio or assets must provide a […]

Financial Tales

A REQUIRED RATE TALE: "HOW MUCH STOCK SHOULD INVESTORS HOLD?"

I have spent a disproportionate amount of my life over the two decades looking at financial websites and articles written by trained journalists posing as trained financial experts. […]

Financial Tales

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