My dad has a wonderful saying that your “sphere of concern and your sphere of influence” should be the same size. When outside forces knock you off track or sideline you with fear, uncertainty or worry, it helps to control the controllable factors in your life. Worried about the market? A consistent dollar cost averaging…

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What should you do if you get a phone call from someone who knows your name, and maybe some other identifying information, and informs you that there appears to be some fraudulent transactions or issues with your bank or credit card or tax return? “Your account may have been compromised. Did you authorize a $5000…

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The Answer: Connections. A Harvard study followed some 724 people over their lifetimes to answer the question: What makes us happy? As the study’s participants entered their retirement years, more and more of them communicated the difficulty of forming new and meaningful relationships outside of work. To maximize your happiness in retirement, I believe you…

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