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Quick financial planning is not just quick, it’s quick and fill in the blank. There are too many first-order factors involved in decisions — like when and h...

MaxiFi's Roth Conversion Optimizer Is a Must Try. Read the Full Post

MaxiFi Planner's new Roth Conversion Optimizer is uniquely able to precisely calculate lifetime-tax minimizing conversions. Its frequent answer: Convert...

Jay Abolofia, PhD economist, CFP, and President of Lyon Financial Planning, joins Larry to discuss your ticket to potentially major lifetime tax savings. It...

In January, PhD economist, Wade Pfau, one of our nation’s most respected authorities on retirement decisions, co-authored, with CFA Massimo Young, yet anoth...

The financial industry seems to produce a shiny new planning tool every few months. New Retirement is one of the latest variants. It differs from other conv...

This article is highly critical of Wall Street’s conventional financial planning, in general, and Fidelity Investments’ financial planning, in particular. B...

In this episode I discuss how you can rescue your retirement with a live walk through of the Maxifi Planner, developed by ⁠Economic Security Planning,...

Like much of the world, Wall Street is psyched about AI, specifically using its deep learning to help sell “advanced” advice and financial products. Accordi...