Tips to Make the Holidays More Affordable

The holidays can be a strain on many household budgets, as Americans plan to spend more on gifts this

13 Ways to Reduce Wedding Costs

The average cost of a wedding today is $25,200.

Sailing Directions for a Bear Market

Much a like a mariner that plans each detail of a voyage before setting sail, a successful investor must also determine where they want to go,

Are students borrowing blindly for college?

Is it possible that students have no idea how much they are borrowing for college?

Shopping for cheaper health insurance

Millions of Americans will soon begin renewing the health insurance that they obtained this year under the 

Try Saving One Percent More

Want a nearly painless way to save more money?

Good and Bad News on Debt

Even if nothing seems amiss, chances are that you know people who are having trouble paying their bills.

6 Tax-Saving Tips for Investors

Do you know how much taxes are eroding your investment returns? It could be more than you think.

Maximizing Returns: Investing with Taxes in Mind

Previously published on June 16, 2014 in the San Diego Business Journal.

“The hardest thing in the world to understand is the income tax.” — Albert Einstein

A Primer on Roth IRA Conversions

If you’ve ever considered converting your traditional Individual Retirement Account into a Roth IRA, you should understand the rules before you proceed. Here is what you need to know:

Affluent investors are eligible for Roth conversions.