As the world marches forward at a faster pace, any number of important subjects can pile up, waiting for their day in the Weekly Newsletter sun. And while I’d like to cover …
Is Your Home An Asset?
Often in discussions of retirement planning, the home comes up as a planning item. After all, a home can represent one of the single largest items of value a person …
Back To The Basics: Social Security Planning 101
Social Security Planning 101 – Just a Few Drops Into the Ocean One of the core building blocks of a retirement income plan is Social Security. Earned over decades of …
Pool Shoes
Last summer we finally made the family trip to Disney World in Orlando. It’s one of those experiences that has expertly been turned into a ‘do this or you’re a …
What Facebook Stock Just Reminded Us About Risk
Facebook stock dropped 20% in a day on Wednesday. This chart of its stock is worth at least a thousand words. And while a full technical analysis this …
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, …
Sweet 16 and finally that family picture
Sixteen years ago today, I became a dad. Our first daughter, Anna, was born and I couldn’t imagine how much everything would change that day. She’s been a delight; she’s …
Now That I’m Retired, I Wonder How I Got Anything Done When I Was Working
“How’s retirement treating you?”– I asked. “I’m failing miserably at it. I’m so busy now that I wonder how I got anything done when I was working. “ If I had a …
For Me, It’s Car Detailing. What’s Yours?
It’s the smell of the carnauba in the wax, the look of a shiny dressed tire, the feeling I get when there’s not a water spot or a stone chip …