My Favorite Three Letters in Investing Are…
Have you checked off your to-do list for the holidays? Time’s running out, which is why you might want to consider making some adjustments...
Your Fairly Rich Children and Grandchildren
You are to be congratulated. Because living in the “distracted” age, it’s hard to get your message through to the next generation(s). In my...
Financial Planning: Paying for Your Retirement Life
You worked most of your adult life, even your teenage years. You saved ‘til it hurt and lived within your means. Now you have...
IRS Updates 2026 Retirement Contribution Limits for 401(k), IRA, and SIMPLE Plans
The IRS has announced cost-of-living adjustments for retirement accounts in 2026. The IRS writes:
The Internal Revenue Service announced today that the amount individuals can...
Be a Prudent Man
Your Survival Guy wants you to be a Prudent Man. Become familiar with him and understand what it means to be one.
Are you exercising...
Your Survival Guy: “Good Luck with That”
Your Survival Guy was talking with a client this week about a friend of his who recently retired and sold his practice.
“I told him...
Happy Monday from Your Survival Guy and Fort Adams
Happy Monday from Your Survival Guy. Hope you had a nice weekend. On Friday, it was a beautiful morning in Newport. Finally. And with...
Take Care of Your Money, and Yourself
We’re just over halfway through the year, and tariffs or no tariffs, it's been a good start. Does that mean we’re in for a...
Your Survival Guy: JAWS, Woods Hole and YOU
Yesterday afternoon, while perusing Boston.com, Your Survival Guy clicked on an article about a great white shark sighting at Stony Beach in Woods Hole,...
Graduate to Retirement #12: Find Your Inner Tom Sawyer
Your Survival Guy was driving to an appointment Tuesday morning when one of my West Coast clients called my cell.
“Hey, did you get the...