Blog Posts

  • calendar

    The Difference a Day Makes

    November 18, 2014
    Key Takeaway! Retiring seems so easy—you just have to pick a date and go. But if you don’t understand how that date affects your money, you could end up leaving a lot on the table. Expiration dates on food can often be fudged a little. After all, it isn’t necessarily true ...
    Read more
  • fall

    Teenagers and Executives Think the Same Way

    November 11, 2014
    Key Takeaway! Too often we adopt a “one way or the other way” sort of thinking in our decision-making. Active versus passive investing is an example. If you don’t consider other options before making a decision, you’ll end up acting like a teenager (or a corporate executive). The ongoing debate about ...
    Read more
  • fall

    Fall Back: A Daylight Savings Retirement Opportunity

    October 31, 2014
    Key Takeaway! The IRS just announced increases to your savings opportunities. Don’t forget to make any changes to your plan as you set back your clocks for daylight savings. As the clocks fall back an hour, most of us dream of catching up on sleep. Catching up with our savings is ...
    Read more
  • social-security-statement

    How to Find Your Social Security Statement

    October 15, 2014
    Key Takeaway! The Social Security Administration stopped sending statements in 2011, but that is changing. You can also go online to find your statement and keep track of your benefits and reported earnings. I often write about the role of Social Security in retirement. For example, by using a different claiming ...
    Read more
  • lawn

    Tax Planning Is Like Fall Lawn Care

    October 7, 2014
    Key Takeaway! Year-end tax planning starts with understanding what taxable distributions to expect in your portfolio. Follow these steps to avoid surprises in the spring. Lawn care in cold climates takes one extra step each fall. When you leave extra clippings and leaves on your lawn in the fall, snow mold ...
    Read more
  • college

    A Grandparents’ Guide to Helping Pay for College

    September 26, 2014
    Key Takeaway! Grandparents have a special role in educating their grandchildren, especially when they want to help pay for it. Know the rules so you can be the family guide. Many people want to help their children in life, but they prefer to do it in a way that is directed ...
    Read more
  • choice

    Retirement May Come Sooner Than You Think

    September 13, 2014
    Key Takeaway! While we all plan for a retirement date, there’s a chance that retirement could be forced upon us sooner than we want. Know how today’s decisions prepare or distract us from being ready to handle an early retirement. I graduated from college in 1992. My father was not at ...
    Read more