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 …
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 …
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. …