Financial Security

Growing Up Must-See TV and the Soul of America

Growing up must-see TV was Thursday nights with The Cosby Show. Next Thursday’s must-see TV will be the Joe Biden show as the Democrats will...

196,000 Millionaires Agree That This Is the Place to Keep Your 401(k)

At Fidelity, 196,000 401(k) accounts are worth at least $1 million. It turns out, I'm not the only one who likes working with Fidelity....

Can You Rely on the Experts to Protect Your Privacy?

Unfortunately, the short answer to my headline question is, no. You cannot rely on cybersecurity experts to protect your personal financial information, as evidenced...

Pensions, Unsurprisingly, Miss Their Mark

I have warned for years that public pensions are overestimating their future returns, and therefore are a giant source of debt for future taxpayers...

Can You Put the American Dream on Your Credit Card?

According to reporting from The Wall Street Journal, Americans are increasingly turning to debt to finance what many consider typical parts of the middle-class...

How Well do You Really Know Someone?

Jason Zweig and Andrea Fuller report for The Wall Street Journal that there are deficiencies in one of the most popular tools for finding...

Is Your Credit Card One of the 100 Million Just Breached? Would You Even...

A hacker recently stole information on 100 million credit card customers from one of the biggest card companies in the world. According to The...

Beat the IRS: Roth IRAs for Your Kids and Grandkids

If you have a child or grandchild who is working this summer, you might be able to help them catch FIRE: Financial Independence Retire...

A Wolf of Wall Street in Sheep’s Clothing?

The SEC has completed its new regulation on best interests, and will begin enforcing it in one year. The rule increases the level of...

885 Million Financial Records Exposed Online

When I discuss financial security with clients and investors, I always encourage them to be proactive. The only person who will ever make your...