Blog Posts

  • older-driver

    The Talk: Hanging Up the Car Keys

    September 3, 2014
    Key Takeaway! Children should not have to take away a parent’s car keys. Instead, parents should take their own keys away in an orderly transition. Have you had the talk yet? You know what I mean—that uncomfortable discussion with your parents about taking the car keys away. This is the conversation ...
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  • roller-coaster

    Riding the Market Roller Coaster

    August 29, 2014
    Key Takeaway! Markets are like roller coasters. Our success in the market is largely based on how well we control our behavior and emotions, just like we control our fear during a roller coaster ride. My kids love Valleyfair amusement park. As they get older, they want to try bigger and ...
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  • woman

    Mars and Venus: The Role of the CIO

    August 22, 2014
    Key Takeaway! Women often turn to the men in their lives when making investment decisions. But when you look beneath the surface, women are hard-wired to be good investors. My wife is our family’s Chief Financial Officer (CFO). She handles the budget, pays the bills, doles out allowances and saves for ...
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  • introvert

    Two Midyear Reads: Quiet and To Sell Is Human

    August 15, 2014
    Key Takeaway! Two books shed new light on the role of introverts and non-sales selling in our lives. Embracing these ideas leads to a new view of those around us, especially our children. I usually share a holiday book list every year just in case people need a good gift idea. ...
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  • second-marriage

    Remarrying and Money: Don’t Let One Get in the Way of the Other

    August 13, 2014
    Key Takeaway! Some people might have financial reasons for not remarrying after their first marriage ends. But before deciding to stay single, consider what can be gained financially from a marriage. When people lose their spouse, they have to decide if they ever want to remarry. This happened to my mother ...
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  • target-date-funds

    Set It and Forget It, or Check It and Watch It

    August 6, 2014
    Key Takeaway! Target-date funds are becoming a default investment for many people. Yet that doesn’t mean they give you the personalized answer you really need. Saving for education or retirement is a function of many factors. If you want to spend more than your neighbor, you will need to save more. ...
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  • beneficiary-designations

    Don’t Let Your Beneficiary Visit the Judiciary

    July 30, 2014
    Key Takeaway! Beneficiary designations are the exclamation point to a great estate plan. But getting them wrong can lead to higher taxes now or even family fights that can end up in court later. Nobody wants to cause pain to their family, and parents don’t want their children fighting over money. ...
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