Sometimes we overcomplicate things. And by ‘we’ I mean ME. Here’s an example. When we redesigned our website a couple of years ago, I thought it turned out really well. …
Why It’s So Hard To Get Organized Financially
One of our cats once brought a live chipmunk into our house and just dropped it. (Well, they’ve also brought in live rabbits, mice, voles, birds, and more, but let’s …
Back To The Basics: Seven Factors in Determining Retirement Age
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 …
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 …
The Market Seems Angry; How Are You Feeling?
And just like that, we’re wondering if it’s finally here. We’ve been talking about the next big market decline for so long now, it’s begun to feel like crying wolf. …
Can There Be a Retirement Planning Formula?
I spent last evening at a ‘Financial Aid Information Night’ to learn more about the FAFSA process. If you’re not familiar with this subject matter, it’s an acronym-laden celebration of …
Financial Planner 43551
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 (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? …
The Antidote To A Stressful Retirement
You may or may not be aware that I write a quasi-financial column for The Suburban Press called Beyond the Money. In it, I have the opportunity to share thoughts on …
