FEATURED CONTENT

Insights from Living at a CCRC

I thought I knew a lot about retirement planning, but I learned even more after living in a Continuing Care Retirement Community (CCRC) for the past two years.

Economic and Market Update First Quarter 2026

US Stock market +16% in 2025. Large growth beats large value style, but growth more overvalued.

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The Dreams of Wealth Series

The Dreams of Wealth book series has won ten awards in personal finance, investments/economics, self-help, aging/death and dying.

Book Cover: Put Your Money Where Your Heart Is

2022 Independent Press Award
2022 Indie Readers Discovery Award
2022 NYC Big Book Award

Book Cover: Financial Planning Diagnostics

2022 Independent Press Award
2022 Indie Readers Discovery Award

2022 Independent Press Award

2022 Independent Press Award
2022 Indie Readers Discovery Award
Living Now Book Award

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