EXCITING NEWS!

Newsweek’s prestigious list of America’s Top Financial Advisory Firms 2025 includes Howard Bailey! Keep Reading...

Weekend reading inflation and retirement Weekend reading inflation and retirement
How Does Inflation Impact Retirement?

High inflation is a concern for retirees, but how much does it really impact your nest egg?

Weekend reading no hard feelings Weekend reading no hard feelings
No Hard Feelings

We often strive for happiness, but what if "negative" emotions like sadness, anger, and regret could actually lead to a more fulfilling life?

Weekend reading bernard baruch Weekend reading bernard baruch
Bernard Baruch's Biggest Mistake

Bernard Baruch, a Wall Street legend, learned investing lessons the hard way.

Weekend reading quiet compounding Weekend reading quiet compounding
Quiet Compounding

Ever wondered how some people with modest incomes amass millions? It's not about flashy strategies or insider knowledge. The secret lies in the often underestimated power of quiet compounding.

Weekend reading 2024 medicare Weekend reading 2024 medicare
Medicare Changes In 2024 And 2025 Affect Prescriptions, Vaccines And More

Medicare costs are increasing. This year, we're seeing higher premiums and deductibles, along with changes to the Part D "doughnut hole" coverage gap for prescription drugs.

Weekend reading retirement death spiral Weekend reading retirement death spiral
How to Avoid the Retirement Income "Death Spiral"

Are you worried about outliving your retirement savings? Sequence of returns risk is a real threat, but new research suggests it could be even more insidious than previously thought.

Weekend reading nocebo effect Weekend reading nocebo effect
The Nocebo Effect: Why You Must Eradicate Negative Expectations

The mind is a powerful tool, and our thoughts can have a surprising impact on our reality. The "nocebo effect" is a prime example – when negative beliefs create negative outcomes.

Weekend reading two types of money people Weekend reading two types of money people
The Two Types of Money People

Ever dreamt of retiring early with a healthy nest egg, only to find yourself hesitant to actually enjoy it? It's a common struggle for those who've spent a lifetime prioritizing saving.

Weekend reading riddle of happiness Weekend reading riddle of happiness
The Riddle of Happiness

We've all heard the phrase, "money can't buy happiness," but what does it truly mean?

Weekend reading pension as lump sum Weekend reading pension as lump sum
Should You Take Your Pension as a Lump Sum?

Facing a choice between a pension payout and a lump sum? This decision is crucial for your retirement finances. Here's what you should consider.

Weekend reading chestertons fence Weekend reading chestertons fence
Chesterton’s Fence: A Lesson in Second Order Thinking

Before making drastic changes to any of your plans, it's wise to understand why things are the way they are.

Weekend reading mutual funds tax traps Weekend reading mutual funds tax traps
Weekend Reading: Where It Nets Out: Tax Traps in Mutual Funds

Did you know you can sell a mutual fund at a loss even if it's grown in value over time?