To paraphrase Benjamin Franklin, there are two things in life that are certain – death and taxes. While we haven’t figured out…
By Jessica Lanning, JD, CFP® July 5, 2022 There’s a line from the 1964 film Zorba the Greek, where Zorba (played…
In my last post, I argued that you should give your kids an allowance so they can begin learning money management skills…
One of my favorite financial planner stories goes like this: A financial planner gets on a plane, tired after a long day.…
I know, some of you simply need a basic list of what to do when planning your retirement, and when to do…
Retirement has never been so complicated. How do we make our money last? How should we spend the last third of ever-longer…
If the bear market is not over – and I’m not convinced that it’s over – then what’s required right now to…
The Los Angeles Times reported about a man in his 70s whose insurance policy premiums would have to increase to $510/month after…
I know what a vast majority of you are doing today: You’ve gotten over your fear that your accountant has forgotten you. …
There are three good things that come out of tax time: (1) it officially ends the previous year, so onward and upward;…
