Experts suggest that one Google oneself from time-to-time in order to ensure the information that’s ‘out there’ is accurate. And because most people who might contact us for planning services …
OFF THE RECORD
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.” …
Is Buying a House like Buying a Stock?
If you have ever gone through the process of purchasing a house then you already understand the basic concepts of analyzing a stock; they’re not much different. I was reminded …
Back To The Basics: Indicators of a Healthy Financial Plan
When you go to your Primary Care Physician for your annual check-up, there are many factors that determine your level of health – height, weight, blood pressure, and pulse are …
Decision Making a Four-Year-Old Would Approve Of
I fear that we’re all victims. All too often, we’re victim to forces that surround us that are pushing us to act in ways that appear to be rational but …