Lawyers are operators of the toll bridge across which anyone in search of justice has to pass.

You don't date an annuity, you marry it. An annuity isn't a mutual fund that you buy today and sell tomorrow. Nor is it a certificate of deposit, ready for any new use at maturity. When you buy an annuity, you are making (or ought to be making) a 15- or 20-year commitment, at least.

Financial planners who take commissions have a built-in conflict of interest...even with disclosure, my choice would be a Fee-Only planner.

It's daring and challenging to be young and poor, but never to be old and poor. Whatever resources of good health, character, and fortitude you bring to retirement, remember, also, to bring money.

Everyone needs a small-town banker. Especially in a big town.

A faithfully kept program of savings and conservative investments can give you more money and a better life than that of your neighbors who spend everything they get. This is probably the oldest financial advice in the world, but there are some things you can't improve on.

The chief function of stock-market forecasters is to make astrologers look respectable.