Why maximizing benefits isn’t always the same as maximizing retirement. One of the questions we get almost every day is “When should I start taking Social Security?” The answer most advisors blurt out is “Wait until age 70.

Venezuela presents energy companies with a rare contradiction. The country possesses an enormous petroleum resource base, an established history as a major oil producer, and access to U.S. Gulf Coast refineries designed to process the heavy crude Venezuela produces. At the same time, its oil industry has endured years of underinvestment, deteriorating infrastructure, political turmoil, sanctions, contract disputes, and government intervention.

Long term Care insurance (LTC) is needed most to protect your wealth after you retire and as you age. Life insurance protects the future income of an individual in case that individual meets with a premature deadly accident or illness. It is meant to replace the future earnings of that person so that loved ones left behind can enjoy the same lifestyle as before.

Markets don't always follow the plan. Brad Taylor shares his perspective on navigating inflation, rising interest rates, and market volatility, and why staying focused on long-term opportunities matters more than reacting to short-term headlines.

New accounts have been created as a way for people to help kids save money to be used once the child achieves 18 years of age. These are not retirement accounts although they act just like one in form and function.

Decades ago, when working for a big Wall Street firm this was a simple answer given to us by management. Whoever had the most money wins. By and large this was a true statement as the business was quite different back then. It was commission based so you can see why whatever client had the most was the most important. But then the game changed for many of us.

I was sitting in front of the computer over the weekend in my home office. Next to my desk are three bookshelves. I think I need a fourth as they are packed! (FYI the above pic is NOT my bookshelf as I am way too OCD to allow that to happen) Anyway, I was staring at the business section of my personal library and came across the idea of listing out some of my favorite reads so that all of you could enjoy (if that is your thing) for yourselves.