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“Angie,” a friend of a friend, called me for financial advice in the early 1980s, saying, “I’m not good with money” and could use some help. I was a rookie stockbroker sitting at my desk “dialing for dollars” and trying to find new clients with money to invest. Frankly, I didn’t know all that much...

Most people who invest, I’ve learned over the years, develop some vision of what life will look like for them in the future. It’s not always focused and clear, but there is some idea of what the future could hold for them. Some wish for an early retirement or international travel or second homes. Others...

My brother and one of our closest lifelong friends have been my office partners for many years; we’ve been working together since the mid-1980s. Boy, could I write a book about our time together … and I have! We’ve seen some changes through the decades. We refined and refocused our strategies for clients all with...

I haven’t retired, and I don’t plan to; maybe I never will, if I can pull it off. So, what do I know about retirement? For nearly four decades I’ve worked with, counseled, and watched hundreds (maybe thousands) of people as they stepped into “life after work,” which is commonly called retirement. Sometimes it’s awesome;...

We are a mobile society, that’s pretty clear. A couple generations ago, many families lived, worked, retired, and were buried in one locale. Today, it’s not a given. Magazine articles and blog posts with titles like “Best Places to Retire” are everywhere, adding that decision to the retirement-planning process. Sometimes it’s confusing, and sometimes it’s...