A number of couples that we work with recently found themselves working through a change in their life: the transition into retirement. When a long career ends, what steps might …
Have You Seen The Market? Make Your Decision Now
I interrupt our regularly scheduled programming to bring you this market update. The DOW (Dow Jones Industrial Average) hit 23,000. That’s a huge event. Of course, the news outlets are …
How To Achieve Better Results In Just About Everything, Clearly.
Two-time Pulitzer Prize winner, David McCullough, said, “Writing is thinking. To write well is to think clearly. That’s why it’s so hard.” Having heard this a number of times over …
The Aspect of Debt You May Not Have Considered
The past few Weekly articles have really caused me to think in new ways. If you’ll recall, I wrote about the complicated relationship between joy and stuff, and heard from …
Is Estate Planning Only For Rich People
Last week I had the pleasure of teaching two classes at BGSU at Levis Commons called ‘Your Retirement And Taxes.’ In the classes, we sought to deepen our understanding of …
The Funny Thing About Early ‘Retirement’
Who hasn’t dreamt of an early retirement? Images of walks on beaches and life without an alarm clock flood the mind, bringing into focus an endless montage of leisure and …
Joy and Stuff: A Complicated Relationship
I love my home and I often hate my house. I love driving my car and I often hate the car itself. It seems that the ‘stuff’ that surrounds us …
What You Had To Offer The 20 Year-Olds
I asked and you responded. If you read last week’s article (click here), you know that I asked you to consider this: I’d like to hear what financial advice you’d …
What Financial Advice Would You Give A 20 Year-Old?
I’m going to make a statement that you may find controversial: You’re a financial success. I say it’s controversial because I meet a lot of people who are either on …
Is The Party About Over In The Stock Market?
Since March of 2009, the stock market (‘The Dow’) has experienced a breathtaking rise from a value of roughly 6,500 up to over 22,000. This has lead many investors and …
