Blog Posts

  • The Weekly Anti-Budget, Part II

    The Weekly Anti-Budget, Part II

    July 14, 2015
    Key Takeaway! You tried the weekly paycheck and it didn’t work for you. While it seems like yet another failed experiment in trying to get your savings going, it actually worked in a different way than you expected and highlighted exactly where the temporary problem in your spending is. The more ...
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  • The Push and Pull of Risk Tolerance, Perception and Capacity

    The Push and Pull of Risk Tolerance, Perception and Capacity

    July 2, 2015
    Key Takeaway! The news cycle forces us to use will power to overcome the urge to “do something” in our portfolio. We all know we shouldn’t act too quickly, but knowing why is important to maintaining that will power. Your definition of risk is the why. With the latest news on ...
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  • The Weekly Anti-Budget

    The Weekly Anti-Budget

    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, ...
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  • My Father's Impact on My Money

    My Father’s Impact on My Money

    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 ...
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  • The Retirement Landscape—QLACs

    The Retirement Landscape—QLACs

    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 ...
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  • Work Transition Is the New Thing

    Work Transition Is the New Thing

    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 ...
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  • Do You Have a Capital Gains Budget?

    Do You Have a Capital Gains Budget?

    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. ...
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