Cliff Lloyd, MBA, RICP - Financial Planner

Cliff Lloyd, MBA, RICP - Financial Planner I help people solve financial problems so they can achieve financial independence.

06/26/2026

JD Vance, RFK Jr. and other officials swear by a diet of grass-fed meat and fermented foods, even when the digestive effects cause friction at home.

06/25/2026

A new report from global regulators admits banks can no longer fully track the AI making decisions about your loans, claims and savings. Here's where this reaches your wallet and what savers can do.

06/24/2026

Most seniors don’t know about the still working exception but it has saved Bazer hundreds of thousands of dollars of RMDs over the years, and tens of thousands of dollars in taxes.

06/23/2026

Medicare, the federal health insurance program, can be complicated. Here’s how to start, and where to find help.

06/22/2026

Wondering if you are financially okay? This 4-part test helps women assess stability, protection, flexibility and alignment beyond savings benchmarks.

06/21/2026

Leaders may fear global events like the World Cup for the disruption they may bring. But with the right tools, they can give employees and managers what they need to be on their A-game.

06/20/2026

Accelerating wholesale inflation combined with an uptick in unemployment claims hints at risks of "stagflation" in the economy.

06/19/2026

Some kids' savings accounts offer unusually high rates, but the benefits of opening one in your child's name go beyond APY.

06/18/2026

Only 3.2% of American retirees have $1 million or more in their retirement accounts. The average retirement savings for households aged 65 to 74 is $609,000, while the median is only about $200,000.

06/17/2026

Income in respect of a decedent (IRD) refers to income that a decedent had earned or had a right to during their lifetime but hadn't received at the time of their death. It is included in the decedent's estate but not their final income tax return.

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