Retirement has never been so complicated. How do we make our money last? How should we spend the last third of ever-longer lives outside the traditional workforce? In fact, the…
Financial planning really starts with who you are. That sounds deeply philosophical, and maybe it is. But ultimately, money is about providing ourselves with the sustenance to go out and…
I remember this song taught to me as a kid that goes, “Stay on the sunny side, always on the sunny side, stay on the sunny side of life. You’ll…
401(k) plans are getting a lot attention in the press lately, largely due to new rules coming out that require plans to disclose fees and pro rate them among plan…
Now that you have a sense of what you’re spending as a result of prior decisions, what you’re spending each week, and what you want to be spending money on,…
If you didn’t skip this blog post, you’re probably hung up somewhere in your life on cash-flow or budgeting. Most of my clients are in the enviable position of not…