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 …
Congress Just Passed the SECURE Act – A Pretty Big Deal For IRA Owners
Happy New Year! Well, 2020 has started off with a bang if you’re the owner of an IRA. On December 19th, Congress passed a spending bill that includes seismic changes …
The Great Decluttering
For everything there is a season. For many of you, it’s time to declutter. Nobody is forcing you to declutter, but you’re probably feeling that desire on some level. Looking …
Back To The Basics: Having a Budget vs. Budgeting
One of the most critical – and often overlooked – aspects of planning a successful retirement is the estimating of expenses during retirement. The ability to project what your lifestyle …
Fall 2019: Briefcase Study: The Pension Decision
A very common decision for current retirees to make, and one that we’ve seen a lot of recently, is that of which pension option to choose when preparing for retirement …