There’s so much information in the headlines and financial media about taxes. Whether it’s what deductions you may be missing or simply a hate piece about how awful taxes are, …
Pension Decision: Just One Critical Piece of Information Is Needed to Decide
Have you or will you be asked to choose between a pension lump sum or income payments when you retire? Lucky you. For while pensions in America are going the …
Retirement Blueprint: Building Your Fiscal House on Solid Ground
If you drive by a home that’s still under construction, there’s a certain energy that it exudes. A new house that’s still wearing just its skeletal framing and is without …
Sport-Tuned Suspension
When I was a much younger guy, I enjoyed competitive driving. I modified a car for use in the Sports Car Club of America’s sanctioned SOLO racing series. The objective …
Markets: Video Conversation Using ‘Zoom’
I hope you’re safe and healthy this morning, as we near the close of one of the most unique weeks in memory. Today, we’re continuing our conversation about the impact …
Countdown Series #1 – The Journey
What is five years anyway? When I started to write the Weekly, I had no idea how it would end; I could barely figure out how it would begin. The …
Which Dominos Have Fallen?
“Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years” – Warren Buffet Happy St. Patrick’s day! Here’s hoping for some luck …
Practical Actions We’re Taking
Greetings. In light of this unprecedented era of disease prevention, we’re all learning the rules of the game together. The closing of restaurants and schools, as well as the shutting …
This Feels Different
Intellectually, you know that what’s happening will soon pass. Emotionally, you’re anxious and maybe even downright afraid. Me too. The stock market is being pummeled. As I write this, the …
Countdown Series #2 – Thinking Back, What Is Your First Memory Of…?
In our Countdown Series, we’ve covered some of the topics that I find most interesting and important when considering how to plan a successful retirement and a lasting legacy. We …
