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 …
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 …
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 …
Learn Math? But I Have a Calculator!
We’ve all heard the argument against memorizing facts and information for a test in the modern age. “I’ll be okay as long as I know where to find the information.” …
Extreme Volatility: A Brief Users Guide
Stop it. Just stop it, stock market. I know I shouldn’t even be paying attention, but it’s irresistible. When the market is down 400 points one day, then up 700 …
Winter 2018: Briefcase Study
With our progress review season well underway, we’ve had an opportunity to see inside the plans and minds of many families who are intent on building and maintaining a successful …
The Battle For Status – Your Best Weapon In a Winning Campaign
Have you ever stopped to consider the role that status plays in your life? Of course, status is evident in our work relationships; supervisor, manager, and president are titles that …
Tick, Tock: How Time Touches So Many Aspects Of Retirement Planning
If there’s one asset class that’s become much more valuable than all of the others, it’s time. It’s finite, making it scarce. It’s fluid, making it difficult to firmly grasp. …
First Look Back, Then Ahead [Tax Changes]
This is it. The end of yet another year has arrived. Like every other year before it, 2017 appeared to pass by more quickly than the rest. I can only …
Foodies, Homebodies, and Globetrotters: Which Retiree Are You?
Always on the lookout for new retirement insights, I stumbled upon a 2015 J.P. Morgan study (Spending In Retirement – Roy, Carson) that provided yet another way to view spending patterns …