Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means …
Spring 2019: Briefcase Study: The Tax Torpedo
In a recent meeting with a family we serve, the conversation – as it often does – turned to Social Security. The question was, once again, whether it was best …
70/100 Vision
I don’t know what a perfect life looks like or a perfect retirement plan either. What I can say is that it would be really fun to plan a life …
It’s Beginning To Look a Lot Like…Taxes
As the Christmas season hits full stride, that last thing you probably want to think about is taxes. In fact, I’m sorry to even mention the word at this time …
The Market Seems Angry; How Are You Feeling?
And just like that, we’re wondering if it’s finally here. We’ve been talking about the next big market decline for so long now, it’s begun to feel like crying wolf. …
Can There Be a Retirement Planning Formula?
I spent last evening at a ‘Financial Aid Information Night’ to learn more about the FAFSA process. If you’re not familiar with this subject matter, it’s an acronym-laden celebration of …
Random Acts of Writing Roundup
As the world marches forward at a faster pace, any number of important subjects can pile up, waiting for their day in the Weekly Newsletter sun. And while I’d like to cover …
How do you measure investment success or failure?
Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management As an advisor and portfolio manager, nothing is more frustrating for me than having a disappointed client. After all, I’m in the …
Is the Tide about to Change? – Value Stocks vs. Growth Stocks
Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management Only when the tide goes out do you discover who’s been swimming naked. – Warren Buffet A classic stock investing debate has …
Pool Shoes
Last summer we finally made the family trip to Disney World in Orlando. It’s one of those experiences that has expertly been turned into a ‘do this or you’re a …