If you had an opportunity to read last week’s article, I asked readers to share thoughts about their own experiences with planning for and living in retirement. If you’d like …
Diversification: Always Something To Celebrate (And Apologize For)
This may feel like an old, well-worn topic, but please bear with me; I hope to present a new twist. Diversification is a time-tested way for investors to manage the …
Spring Break
The kids have been off of school all week for spring break. Next week they’ll go back to school for a couple of months and then they’re off for the …
Still So Torn Over Long Term Care
Of all the planning that we do for families, the one area that’s continued to haunt me has been that of long term care (‘LTC’). By contrast, I feel great …
Is Self-Inflicted Pain The Key To A Vibrant Retirement?
Exercise, good nutrition, meaningful relationships…why do the experts keep telling us the keys to a vibrant and healthy life include so much effort? Can’t we just not exercise, eat whatever …
Emotional Tweets: A Cautionary Tale For Investors
Regardless of one’s political leanings, there seems to be a consensus among those that I talk with; frequent Tweets often do more harm than good. Let’s not single out Twitter, …
We’re Expecting Another Baby, And It’s A…
Did you know that in 2015, Congress passed a law allowing you to give up to $100,000 directly from your IRA to charities, without it being a taxable event? It’s …
How To Handle Healthcare Uncertainty
The most consistent topic of conversation among aspiring retirees has become healthcare. The discussion surrounding the possible repeal or replacement of the Affordable Care Act (Obamacare) has made healthcare costs …
The Logic And Emotion Of DOW 20,000
As I write this, the Dow Jones Industrial Average (“the DOW”) is on the brink of breaking through 20,000. This has never been done, and feels like a meaningful milestone. …
Meet With Us In Your PJs? The Future Is Now
Florida, Idaho, Texas, California, Arizona, Alaska…these are just some of the locations where Fourth Dimension families have moved in just the past couple of years. Family, warmer climate, and job …