Blog Posts

  • taxes

    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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  • rebalancing

    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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  • The Myth of Freedom in Retirement

    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 ...
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  • taxes

    April 15 Is Just the Beginning—Tax Planning for 2015

    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 ...
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  • ripple

    Unintended Consequences

    April 3, 2015
    Key Takeaway! Small decisions today lead to both good and bad outcomes many decades from now. Don’t get fooled into thinking that every outcome is random; our decisions today have a large influence on those unintended consequences. We have all heard the quote from Victor Webster of how a pebble thrown ...
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  • family-CFO

    Who Is Your Family CFO?

    March 5, 2015
    Key Takeaway! Whether you signed up for it or not, you might get named the family CFO. Being aware of what you don’t know about this role could lead you to the conclusion to outsource it. Many of us sign up for more than we can handle. We say yes whenever ...
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  • Social Security and the Death of a Spouse

    February 27, 2015
    Key Takeaway! Often in life, you shouldn’t take things at face value. Social Security is one of those things that offers many outcomes, particularly when you face the death of a spouse. Children have a way of teaching patience. When one of my four kids asks me for something and I ...
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