Blog Posts

  • When It Comes to Destinations, Pay Attention to the Financial Markers

    February 27, 2018
    Key Takeaway: We have destinations like retirement that we need to prepare for financially. Using financial markers along the way can help us stay on course. Typically new clients come to me because they are thinking about major milestones in life, like retirement or their first child. Those milestones are the ...
    Read more
  • Plan Now to Pay Less: Four Year-End Tax Tips

    December 19, 2017
    Key Takeaway: When it comes to taxes, it can pay to be proactive. Don’t wait until April to try to reduce your bill. Seize the opportunity now with these four year-end tax tips. I meet a lot of people who wait until April to take a look at their taxes. Though ...
    Read more
  • Want to Sleep Well at Night? Strive to Be a Satisficer

    December 5, 2017
    Key Takeaway: The two types of investors—maximizers and satisficers—both have strong points and not-so-strong ones. But in my experience, satisficers tend to sleep better at night. When it comes to markets, it’s easy to get caught up in the hype of the latest hot investment. Your current portfolio might be rolling ...
    Read more
  • hack

    The Equifax Breach and the Age of Big Data

    September 14, 2017
    Key Takeaway: The Equifax breach exposed the risks of big data; the reality is that we do not control our own identities anymore. But you can take steps to be an advocate for the protection of your identity. About 143 million people potentially had their personal data stolen in the ...
    Read more
  • Fair Is Not Equal: Giving Your Kids Money

    August 11, 2017
    Key Takeaway: In giving money to our children, we may feel that we need to keep the giving equal. But doing this can multiply the dollars given to the point that it can affect our retirement. It is better to have a discussion with our children that fair is not ...
    Read more
  • family business

    It’s Not Business—It’s Personal

    July 24, 2017
    Key Takeaway: The adage that it’s just business, not personal, doesn’t apply as cleanly as business owners would like. Personal spending can interfere with business decision-making. Planning for that can help ease your stress. The view of 2008 is distant enough in our rearview mirror that most business owners (or those ...
    Read more
  • investment trneds

    Trend Versus Exception Investing: Don’t Waste Your Free Time on the Exception

    June 22, 2017
    Key Takeaway: Spending time looking for one-off exceptions to invest in sounds fun and exciting. Yet confusion arises over what is investing in normal trends versus truly one-off ideas. Most of us can hit our goals and have more free time if we don’t spend the time trying to find ...
    Read more