Did you know that in 2015, Congress passed a law allowing you to give up to $100,000 directly from your IRA to charities, without it being a taxable event? It’s …
How To Handle Healthcare Uncertainty
The most consistent topic of conversation among aspiring retirees has become healthcare. The discussion surrounding the possible repeal or replacement of the Affordable Care Act (Obamacare) has made healthcare costs …
The Logic And Emotion Of DOW 20,000
As I write this, the Dow Jones Industrial Average (“the DOW”) is on the brink of breaking through 20,000. This has never been done, and feels like a meaningful milestone. …
Meet With Us In Your PJs? The Future Is Now
Florida, Idaho, Texas, California, Arizona, Alaska…these are just some of the locations where Fourth Dimension families have moved in just the past couple of years. Family, warmer climate, and job …
The Fiduciary Standard And You (And Us)
If you’ve been unable to disconnect from the political news scene, it’s likely that you’ve heard some talk about a ‘fiduciary standard of care’ being imposed on financial advisors by …
How Statistics Can Lead Us To A Faulty Conclusion
There’s a great expression that goes something like this: 84% of statistics are made up on the spot. See what happened there? We’ll often see statistics being used for persuasive …
New Year, New Theme: 4 Suggestions for 2017
Here we go…2017 is almost upon us. Now, you’ve been around long enough to know a few things; notably, that you can prepare in countless ways for what you think …
Accidental Invasion of the Chipmunk
Happy Friday! As I write to you each and every week, I’m consistently reminded of the many avenues I may travel down when sharing useful ideas and news with you. …
Digital To Analog
To say that technology is advancing rapidly is an understatement, a huge understatement. Look at the supercomputer in your pocket; it used to be a telephone. Now it can enable …
Power of the Pen
By now, I’m guessing you’re aware of my belief in the power of the written word. I use writing to stay in-touch, to inform, to persuade. Whether it’s this Weekly …