Blog Posts

  • The Myth of Freedom in Retirement

    May 1, 2015
    Key Takeaway! Freedom is often defined as having vast amounts of time and little structure. But the reality, as many retirees find out, is that people are happier in well-defined spaces. Nick Hardwick, who played with the San Diego Chargers, retired like a lot of us would like to: with ...
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  • April 15 Is Just the Beginning—Tax Planning for 2015

    April 15 Is Just the Beginning—Tax Planning for 2015

    April 15, 2015
    Key Takeaway! Knowing just five lines of your tax return could help save you a lot of taxes in 2015. One of the bigger mistakes made at tax time is thinking everything is done. April 15 is not the end; it is the beginning. What you really need to do now ...
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  • Unintended Consequences

    Unintended Consequences

    April 3, 2015
    Key Takeaway! Small decisions today lead to both good and bad outcomes many decades from now. Don’t get fooled into thinking that every outcome is random; our decisions today have a large influence on those unintended consequences. We have all heard the quote from Victor Webster of how a pebble thrown ...
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  • Who Is Your Family CFO?

    Who Is Your Family CFO?

    March 5, 2015
    Key Takeaway! Whether you signed up for it or not, you might get named the family CFO. Being aware of what you don’t know about this role could lead you to the conclusion to outsource it. Many of us sign up for more than we can handle. We say yes whenever ...
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  • Social Security and the Death of a Spouse

    February 27, 2015
    Key Takeaway! Often in life, you shouldn’t take things at face value. Social Security is one of those things that offers many outcomes, particularly when you face the death of a spouse. Children have a way of teaching patience. When one of my four kids asks me for something and I ...
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  • Living in the Moment vs. Planning Ahead: Yes, You Can Do Both

    Living in the Moment vs. Planning Ahead: Yes, You Can Do Both

    February 19, 2015
    Key Takeaway! Balancing between living for today and considering “what if” scenarios can be difficult. But when done right, answering your “what if” questions will lead to more freedom and choice in life. When my wife and I started dating almost 18 years ago, I had a lot of “what if” ...
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  • Maintaining Control When Losing Your Job

    Maintaining Control When Losing Your Job

    February 4, 2015
    Key Takeaway! Life doesn’t move in one straight line upward. Along the way, things can happen to change our course—like losing a job—that lead us to feel out of control. Being mentally ready for the decisions you will need to make can give you a leg up. In a recent USA ...
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