In the 173 Weekly Newsletters I’ve written and shared with you, there have been only a few occasions where I’ve asked for anything from you. I prefer to give rather than receive, …
The Roth IRA Is Taking Your Medicine
Taxes, taxes, taxes. In the spirit of the Independence Day we just celebrated, it seems fitting to make a mention of taxes. After all, wasn’t that part of the deal …
Sweet 16 and finally that family picture
Sixteen years ago today, I became a dad. Our first daughter, Anna, was born and I couldn’t imagine how much everything would change that day. She’s been a delight; she’s …
The Market Peaked In January; What Have You Done For Me Lately?
There have been more than a few occasions where I’ve had a wonderful interaction with one of my daughters then two hours later I’m ambushed by a fiery attack of …
Now That I’m Retired, I Wonder How I Got Anything Done When I Was Working
“How’s retirement treating you?”– I asked. “I’m failing miserably at it. I’m so busy now that I wonder how I got anything done when I was working. “ If I had a …
For Me, It’s Car Detailing. What’s Yours?
It’s the smell of the carnauba in the wax, the look of a shiny dressed tire, the feeling I get when there’s not a water spot or a stone chip …
Family Picture Day
It’s the family event of the year! We all look forward to it so very much. If there’s one activity we can agree is the very best thing we do …
The (new) Long Term Care Mindset
When we’re helping aspiring retirees plan their transition to retirement, I rarely hear someone ask, “What if we don’t need all of the income available to us in this plan? …
Financial Independence Is a Myth
‘Financial Independence’ is a wonderful goal, a beautiful aspiration, a worthy pursuit. But it’s impossible. If true financial independence is the point at which we have enough money to be …
Build a Better Budget By Becoming unBurdened By Blind-Spots
Almost nobody wants to budget until there’s a crisis. The truth is, you may not even need to budget at all if you’ve been living the same general lifestyle for …