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 …
The Beauty of Investing
Inspired by Warren Buffet’s ‘Crazy Farmer Analogy’ Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management I am constantly amazed at the vast array of opinions and approaches to investing. …
Steve’s Quarterly Market Update
At the conclusion of each quarter, Steve summarizes the ins-and-outs of the markets and economy that matter to long-term investors. Here’s a short excerpt: Q3 Market Update Third quarter continued …
Using Beneficiary Designations to Avoid Probate
Probate: the judicial process whereby a will is ‘proved’ in a court and accepted as a valid public document that is the last testament of the deceased. Most people have …
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 …
How To Achieve Better Results In Just About Everything, Clearly.
Two-time Pulitzer Prize winner, David McCullough, said, “Writing is thinking. To write well is to think clearly. That’s why it’s so hard.” Having heard this a number of times over …
The Aspect of Debt You May Not Have Considered
The past few Weekly articles have really caused me to think in new ways. If you’ll recall, I wrote about the complicated relationship between joy and stuff, and heard from …
Is Estate Planning Only For Rich People
Last week I had the pleasure of teaching two classes at BGSU at Levis Commons called ‘Your Retirement And Taxes.’ In the classes, we sought to deepen our understanding of …
The Funny Thing About Early ‘Retirement’
Who hasn’t dreamt of an early retirement? Images of walks on beaches and life without an alarm clock flood the mind, bringing into focus an endless montage of leisure and …
Joy and Stuff: A Complicated Relationship
I love my home and I often hate my house. I love driving my car and I often hate the car itself. It seems that the ‘stuff’ that surrounds us …