June 24, 2015
Key Takeaway! Budgeting is a pain, so no one does it (except giant nerds, which, if I’m being honest, included me until a busy 1-year-old re-ordered how I spend my time). But if you don’t have to budget and instead ask yourself if you have enough money for this week, ... Read more June 19, 2015
Key Takeaway! Money memories can drive our success or failure with our finances over our entire lifetime. Being conscious of that fact can lead to a better outcome for you and how you pass those messages on to your children.
In my senior year of college, I found out my father ... Read more June 5, 2015
Key Takeaway! There are always new products that are trying to answer the question of "Will I outlive my money?" Longevity annuities are one of those new products, but there are trade-offs that need to be assessed as well.
Lost in our day-to-day living is the information that can have an ... Read more May 20, 2015
Key Takeaway! Transitional work is a new work trend that more are embracing. But understand that the near-term pros can create long-term retirement cons if you forget the effects on savings.
We all say that family is the most important thing in life, but how many of us agree to retire ... Read more May 8, 2015
Key Takeaway! Don’t let the tax tail wag the investment dog. Rebalancing your portfolio is necessary, even though it will create a tax bill.
As Rafiki, the baboon in The Lion King, said, “It is time.” Over the last six years investors have enjoyed a relatively good run in the U.S. ... Read more 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 ... Read more 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 ... Read more