I’m reading a book called The Better Money Method, which tells the story of how to create tax-free income in retirement. It’s quite pedestrian, which is good for those of…
There’s an industry rag I read weekly called Investment News. Recently the “Retirement Watch” column reminded planners not to overlook tax efficiency in retirement income planning. My first reaction: “Ah,…
‘Tis the season of predictions for the new year. From where the S&P will end up to who will win an Oscar, everyone has something to say. Predicting the future…
Last week I had the opportunity to give three presentations about what I do and how I do it. I’ve been practicing this explanation as if I were trying to…
Holidays are over. The season of “too much” is over. Thank goodness. Back to the office to brush off the cobwebs and remember what it is that we do for…
Okay, a little clarification on my ban of New Year’s Resolutions. In blogs past, I’ve said “Don’t make New Year’s resolutions.” People make these resolutions, fail to achieve them beyond…