Saving for College: Kids, grandkids, and you In 1996 — thanks to Congress — Internal Revenue Code 529, which is also known as a “Qualified Tuition Program,” […]
A Little Help From My Friends I was talking to my friend Gary the other day when — out of the blue — he asked, “Who […]
Annuities: 2 Most Frequently Asked Questions I’ve noticed over the years — with many clients throughout my career — that there are many concerns among investors […]
Adopting pets: an investment for the soul 25 years ago, I was just born. No, seriously! I was young and single at the time and living in […]
Inheritance: Pennies from Heaven, or Climate Change? “Some people see pennies from heaven, while others see climate change.” – Taken from the one panel comic strip “Rubes,” […]
Is private education right for your family? The time has officially arrived; we are sending our eldest into the world for the first time. Being that she […]
Milestones, purpose, and passion As I drove to work this morning, I was tuned to the Jimmy Buffett channel on satellite radio as he […]
Why bother having disability insurance? I get it: nobody looks forward to paying their disability insurance premiums every year! It’s not exactly an exciting expense […]
Lesson 17: Teaching Opportunity Cost Okay, so we’ve well beaten the drum on the financial life lesson of Opportunity Cost in a previous Kids & […]
Analysis paralysis, dieting, and dollars I have set out this summer to lose the extra “baby” weight that I gained during my wife’s pregnancy. Yes, […]
QCDs: Charitable donations with a (positive) twist We’ve discussed the benefits of charitable contributions previously. Not only have many people benefited from a financial perspective, but from […]
Freedom and Finance Let’s get back to matters of personal finance after our whimsical journeys the last month or two, shall we? I […]
