Have you ever witnessed an emergency like a car accident or a person having a seizure or other medical issue? Did you immediately jump in and assist that person in …
Busy, Busy, Busy
401(k), 403(b), 457, Roth IRA, Traditional IRA, Deferred Comp, SEP IRA, Simple IRA, HSA, Fixed Annuity, Fixed Indexed Annuity, Variable Annuity, Deferred Income Annuity, Mutual Fund, Exchange Traded Fund, Index …
Perseverance
It’s that time when the kids wind down their school year. We have girls that are enjoying their last year at the elementary, the new intermediate school, the junior high, …
Trade War – Game Of Chicken
Who will swerve first? What if nobody chooses to swerve? Is a direct collision possible? The US and China are going head-to-head in a trade war right now. Each side …
Estate Sale
When’s the last time you went to an estate sale? I think the last time I went to one it was just after the 90s ended, so it’s been a …
Why Buying Luxury Items Is Less Harmful at 62 Than at 22
This rant may come as a surprise to you, at least coming from me. It’s actually a little surprising to me that I’m writing it because I wrestle with this …
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 …
Looking Back to 2018 to Set the Tone for the Remainder of 2019 and Beyond
After all the ups and downs of 2018, the US Stock market, as represented by the Wilshire 5000 index, ended the year down -7.13%. Less risky bonds, as represented by …
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 …
5 Reasons to do (or update) your Estate Planning
Written by Richard Chamberlain, Founder and principal attorney of Chamberlain Law Group, Ltd There are essentially 5 reasons why people need to set up an estate plan for themselves. A good estate …