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 …
Predicting the Future of the Market
Every so often I’ll read an article sent to me that says something to the effect of, “The stock market is poised for a HUGE loss, according to someone really …
Financial Symmetry and Weight Loss
When I decided to study business in college, I did so not really knowing what it meant to actually ‘study business’. Like most people, I had a vague sense that …
Cash: The Glue That Holds It All Together
Have you ever gazed upon an heirloom-quality piece of furniture, a new gourmet kitchen, or a stunning sports car and thought to yourself, “The glue-work is simply exquisite.” Probably not. …
Spending In Retirement: More Or Less?
The question is easy to ask but incredibly difficult to answer. When faced with the question, it seems that the inner monologue of many aspiring retirees is screaming “We really …
House Fever
Home is where the heart is. There’s no place like home. Well the house is a rockin’ don’t bother knockin’. There’s no questioning the fact that a home is a critical piece …
The Wealth Mirage
“We’ll retire when the 401(k) hits a million.” Or $500,000, or $5,000,000. It’s not uncommon at all for people to set financial goals like these that are very clear and very …
A Box of Catharsis
Catharsis is defined as “a purification or purgation that brings about spiritual renewal or release from tension” (source: Merriam-Webster). In other words, make the bad stuff go away and begin …