Of course, I’m talking about your life. After having your share of successes in the past, you may ask yourself, what is my measure of success right now, at
You want to give your time to a non-profit?
When I discuss non-financial goals with clients, I hear it all the time. “I want to be a good citizen.” “We want
The proposal: Deposit a dollar into your 16yo child’s Roth IRA for every dollar they earn at their first job up to $6,000. Do this through the year they
Social Security was designed to be an insurance plan. Depending on how much you pay in you get a guaranteed payment later in life to cover your basic needs if
Suppose you knew every statistic about football: players, referees, field conditions and on and on. Could you make money betting on football?
Probably not
Interest rates affect the decisions you make with money. Some of these are obvious – think about how much more money you would stick in your savings account if
Helping our clients implement “tax-smart” strategies is where I believe we provide a substantial amount of value. Anyone who is a DIY investor can open a
During these days when travel and contact with loved ones is so restricted, I sought a way to reach out and touch my grandchildren. So, I started Grandpa’s
You’ve probably read the article about the couple who make $500k to just “scrape by”. It describes a lifestyle of student debt, childcare and home maintenance
Most of the rhetoric that you hear in financial media is typically melodramatic. So, when there is an economic crisis caused by a health crisis you can expect
Did you know that 70% of elementary school children have at least one living grandparent? And that 65% of seniors live for 30+ years after retirement?
The
You’ve read the articles. I am guilty of writing a similar one. Countless other financial professionals have used the same example. Stop buying expensive coffee