Disclosure from Kristi before you read this: I do not sell or have any easy entrée into private equity investments. Unless it’s traded on the regular-old public markets exchange, you won’t get advice to buy private equity from me. However, you may be wondering what it’s about, if you are missing the boat, etc. So,…
If you’ve ever looked at your paycheck and thought, “Why is the state taking enough money to sponsor a small yacht?” the idea of moving to a no-income-tax state can sound magical. States like Florida, Texas, and Tennessee market themselves like financial paradise: sunshine, freedom, and no state income tax. But before packing the moving…
While my kids were growing up, our family vacation planning went something like this: December: “We should plan ahead for a vacation with the boys this summer. Maybe this time it won’t feel so stressful and be so expensive.” June: “We have no plans and only one available week to go on a family vacation. …
Retirement often begins with a question many people have quietly postponed for years: “If we can live anywhere… where should we go?” For retirees, relocating is often part financial strategy, part lifestyle upgrade, and part realization that shoveling snow at age 72 has officially lost its charm. One of the biggest reasons retirees move is…
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