I Left My Job. What Should I Do with My 401k? The average American has 12 jobs in their lifetime, and many of those jobs will offer retirement benefits. What do […]
Life’s Expected Factors in Longevity Recently, I’ve been thinking about my death. When reviewing my social security statement, they predict my wife and I will […]
The Journey or the Destination? As my wall calendar has quickly flipped from January to February, I am fighting the passage of time by thinking […]
Fred’s Garage talks Health & Wealth In this episode, Fred Lopez of Allen & Company speaks to us about healthful living and what techniques he uses to […]
Weathering Financial Storms A hurricane is coming. Outside the wind is swirling and the rain is coming down. Schools are closed tomorrow, and […]
Market Rationality (Or Lack Thereof) I’ve had a number of conversations recently with clients and other investors who have asked me: “Why have the equity […]
The Social Security Concerto Whether or not you have ever spent time at a concert hall or not, chances are relatively high that you’ve […]
Should I Dip into Retirement Savings or File Bankruptcy? It’s a dreadful thought for many small business owners, but life during COVID-19 reveals the time has come when many […]
The Floor Is (Not) Lava? There is a new show on Netflix called “Floor is Lava”. If you’re not familiar, the saying, the game, and […]
401k Management: 4 key areas to review More often than not when I sit down with a new client, some of the first questions I ask are […]
Of Messages and Messengers Finally, finally — 30 years after its release — I plunked down (figuratively) my $1.99 to watch Clint Eastwood direct […]
Which IRA could be your best fit? We often set out to purchase clothes, shoes, phones, etc. with the intent of finding the best fit. You may […]
