We’ve all heard the argument against memorizing facts and information for a test in the modern age. “I’ll be okay as long as I know where to find the information.” …
Extreme Volatility: A Brief Users Guide
Stop it. Just stop it, stock market. I know I shouldn’t even be paying attention, but it’s irresistible. When the market is down 400 points one day, then up 700 …
Winter 2018: Briefcase Study
With our progress review season well underway, we’ve had an opportunity to see inside the plans and minds of many families who are intent on building and maintaining a successful …
The Battle For Status – Your Best Weapon In a Winning Campaign
Have you ever stopped to consider the role that status plays in your life? Of course, status is evident in our work relationships; supervisor, manager, and president are titles that …
Tick, Tock: How Time Touches So Many Aspects Of Retirement Planning
If there’s one asset class that’s become much more valuable than all of the others, it’s time. It’s finite, making it scarce. It’s fluid, making it difficult to firmly grasp. …
First Look Back, Then Ahead [Tax Changes]
This is it. The end of yet another year has arrived. Like every other year before it, 2017 appeared to pass by more quickly than the rest. I can only …
Foodies, Homebodies, and Globetrotters: Which Retiree Are You?
Always on the lookout for new retirement insights, I stumbled upon a 2015 J.P. Morgan study (Spending In Retirement – Roy, Carson) that provided yet another way to view spending patterns …
The Antidote To A Stressful Retirement
You may or may not be aware that I write a quasi-financial column for The Suburban Press called Beyond the Money. In it, I have the opportunity to share thoughts on …
Back To The Basics
It has been brought to our attention that a return to the basics of financial and retirement planning would be helpful. Back to the Basics is a study of the …
Have You Seen The Market? Make Your Decision Now
I interrupt our regularly scheduled programming to bring you this market update. The DOW (Dow Jones Industrial Average) hit 23,000. That’s a huge event. Of course, the news outlets are …