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 […]
Freedom and Finance Let’s get back to matters of personal finance after our whimsical journeys the last month or two, shall we? I […]
How much retirement income do you need? Two tough questions to ask We’re all looking forward to retirement someday… but have you thought about where your retirement income is actually going to […]
Are you properly diversified? Generationally, that is Recently, I performed our National Anthem as part of a brass ensemble. The event was a golf tournament organized by […]
Wealth preservation through life’s many changes March 2018 The month of March has got me thinking about green and leprechauns and the Irish. I always enjoyed […]
One Investor’s Hair Raising Adventures Happy birthday, Dad! My father would have turned 90 on February 6th of this year, but the passing of time […]
For the Love of Money: Wealth management for couples Ahhh… Valentine’s Day. An evolution from animal sacrifices to diamonds and flowers. The holiday itself isn’t the only thing related […]
What does 2018 have in store for your retirement plan? As I drove to work this morning, I heard Ray Stevens sing “Guitarzan” followed by The Rolling Stones’ “Sympathy for […]
Are your finances on auto-pilot? Three things you can fix right now I recently heard a speaker at an event talk about living an active life vs. a passive life. He concluded […]
Will I Outlive My Savings? | September 2016 For your education and entertainment this month, I wrote an over-long and painfully boring column on “sequence of returns” and […]
Investing Basics | June 2016 Well, okay then. I hear you. You want an answer re: “How should I invest my retirement account?” First, however […]
