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Economic Update 07/28/14

YEARLY INFLATION AT 2.1% In June, the headline Consumer Price Index recorded annualized inflation at that level for a second consecutive month. Back in February, yearly consumer inflation was down at 1.1%. June saw the CPI rise 0.3% and the … Continue reading

Sudden Wealth Radio: 21 Post Divorce Financial Tips

Getting Your Head Around Retirement

What kind of retirement do you think you’ll have? An outstanding one? A depressing one? What if it all starts with your outlook? Qualitatively speaking, what if the success or failure of your retirement begins with your perception of retirement? … Continue reading

Rule Changes for Retirement Plan Fiduciaries

On July 1, 2012, the Department of Labor implemented some rules changes for ERISA-covered defined benefit and defined contribution pension plans. These changes were made to improve transparency. Covered service providers (CSPs) must fully describe services & fees. Financial advisors, … Continue reading

Why I Arm-Wrestled NFL Player Dee Ford

What would possess me to arm wrestle first-round draft pick Dee Ford? There are no lengths I won’t go to in order to teach people about money… You can read why in the column I wrote for AOL titled “I … Continue reading

Economic Update 07/21/14

STOCKS ADVANCE, EVEN WITH ANXIETIES The crash of Malaysia Airlines Flight 17 in Ukraine, a ground offensive by Israel into Gaza: these headlines gave investors pause, but M&A action and earnings reports sent stocks higher for the week. Thursday, the … Continue reading

Retirement Planning for Couples

What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar? The Social Security Commission currently projects an average retirement of 19 years … Continue reading

21 Divorce Financial Tips You Must Do After Divorce

As a divorce financial advisor, I’m often brought in to work with a client who is going through a divorce, but I’m just as often brought in AFTER a divorce. The newly divorced client is typically concerned about their finances … Continue reading

Robert Keynotes 2014 Sports Entertainment Group Retreat

Robert was invited to keynote the Sports Entertainment Group 2014 Retreat in Las Vegas to 50+ NFL players. He was invited by attorney and sport’s agent Adisa Bakari, partner at Kelley Drye & Warren and chair of The Sports Entertainment … Continue reading

Economic Update 07/14/14

FED PLANS TO STOP EASING THIS FALL June’s Federal Reserve policy meeting minutes outlined the central bank’s exit plan from QE3. The Fed will continue tapering its monthly asset purchases in a series of $10 billion cuts, then make a … Continue reading