Your New Year financial checklist Before 2019 comes to a close, it’s a good time to run through a financial checklist before the New Year. […]
Celebrating Freedom As I write to you, it is a little over a month until Thanksgiving. Which means, assuming the planets are […]
The problem of financial inertia My father-in-law built a playhouse for my children in our backyard almost 4 years ago. It’s a fantastic playhouse — […]
Lessons from a layoff Nearly 40 years ago, I found myself without a job. The area where I was living had lost several major […]
You need a retirement income analysis One of the most common concerns we hear as financial advisors is: “do I have enough money to retire?” Thought […]
The upside of being wrong One of the things I love to read online (usually on Twitter) is when people admit that they have been […]
The value of personal financial planning As I write this blog, I sit in front of the Federal Building in Washington DC. I’m about to start […]
Your financial goals are about you, not everyone else My youngest daughter, who is one, has what I would call big kid envy. It doesn’t matter where my older […]
Aging In Place In this episode, we discuss the very important topic of how to plan for aging, just as we do plan for college...
