Three Financial Areas to Evaluate Before Year-End There are now about two months left of 2020, which means re-evaluating your finances before the year ends. With the […]
4 financial tasks for 2020 2020 has been a challenging year for humanity. Critical human rights issues, the coronavirus outbreak, nationwide riots, political discourse, and […]
Learn (and plan) voraciously How often do you get some form of the word “voracious” in a conversation? Today’s column adds one to that […]
Surviving tales told by idiots “Life’s but a walking shadow, … … It is a tale Told by an idiot, full of sound and fury, […]
Is it time to re-evaluate your risk tolerance? Apologies to you if you have looked for my thoughts in this space and haven’t found them for a couple […]
Managing risk with wisdom and confidence My wife and I took our family to visit some friends “up north” this year. While we were there, we […]
How to choose your financial advisor Are you a fiduciary? That’s a question I’ve been asked numerous times since I joined Allen & Company and became […]
5 things you need to know about the SECURE Act Several years ago, I made a big decision. I put a home improvement project upon myself without consulting my wife. […]
The SECURE Act may change your financial plans On December 20, 2019, a new bill known as the SECURE Act took effect. This will impact nearly everyone’s financial […]
Financial life lesson: Wanting, owing, and good financial judgment As you progress, together with your kids, through the financial life lessons we cover in Kids & Money, it’s often […]
Using vision boards to pursue your financial goals The new year is upon us, and although we may not keep them — many of us have established goals […]
Hard (but real) advice for aspiring entrepreneurs “If not me, then who? If not now, then when?” That was the motto of The Entrepreneur Club at the […]
