1-minute video: How Long Will My Retirement Savings Last?

Please enjoy this 1-minute video (for those receiving this by email: please click on the blog title line above). The concepts of “Probability of the Portfolio” and “Probability of the Person” are discussed further in “Just what should an annual checkup do for you during retirement?“ // My 1-minute video series on YouTube. My Knowledge […]

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What’s the Difference Between Advisers?

You’ve probably had experiences with different “advisers” without even realizing it (even at your bank). “Adviser” is a broad term ill-defined in the financial services profession. A key part of financial education is to become more aware of what kind of “adviser” are you talking with (not only me, but with any other as well)? […]

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