My, what a week it’s been! The market had its largest single day point drop in history on Monday, seeing a decline of The DOW of 1,175 points, which followed …
Preparing Your Mind For ‘Big’ Market Swings
Unless this market cycle is completely different than all of those that have come before it (it’s not), we’re very likely to see some meaningful volatility in the future, possibly …
‘Deduction Bunching’ – A Tax Strategy That Works And Makes You Sound Smart
With the passing of the new tax law, accountants have become the new rock stars. All eyes are on those with tax knowledge to sort it all out and show …
Tick, Tock: How Time Touches So Many Aspects Of Retirement Planning
If there’s one asset class that’s become much more valuable than all of the others, it’s time. It’s finite, making it scarce. It’s fluid, making it difficult to firmly grasp. …
If You Could Time Your Last Dollar With Your Last Breath
I often suggest that good financial planning means we die with money left over. Conversely, that must mean that bad financial planning means we run out of money before we …
Simple Process For Transforming Your New Year
Do you make New Year’s Resolutions? Do you also keep New Year’s Resolutions? I’ve kept just one in all the years I’ve tried to make them. What is it, you …
First Look Back, Then Ahead [Tax Changes]
This is it. The end of yet another year has arrived. Like every other year before it, 2017 appeared to pass by more quickly than the rest. I can only …
What’s the Deal With Bitcoin?
I’m not going to suggest that being unaware of Bitcoin’s recent craze points to one’s under-rock living situation…but it’s close. The digital cryptocurrency’s meteoric rise in ‘value’ has lead many …
Foodies, Homebodies, and Globetrotters: Which Retiree Are You?
Always on the lookout for new retirement insights, I stumbled upon a 2015 J.P. Morgan study (Spending In Retirement – Roy, Carson) that provided yet another way to view spending patterns …
The Antidote To A Stressful Retirement
You may or may not be aware that I write a quasi-financial column for The Suburban Press called Beyond the Money. In it, I have the opportunity to share thoughts on …
