Financial Opportunities For Military Families

My son, Max, is going into his junior year of high school. Since he has started thinking about college, we have had many conversations about career choices. We have talked about the pros and cons of different jobs, including the salary potential. I would love to tell my kids to just “do what they love”—but […]







Are You Planning On Social Security?

The future of Social Security is a concern for many, young and old. In the retirement planning course that Susan Roman and I teach, we always get questions about Social Security.   Actually, in these classes we often get many questions, most of which concern either investing or Social Security. Our one request is that […]







Health Savings Accounts And Retirement Plans

Each year I teach about a four-hour financial class to the graduating cadets at Massachusetts Maritime Academy. We talk about many things related to planning for their financial future, including how to pay for the rising cost of health insurance.   I explain to the cadets that when someone is offered a new job, salary […]