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,…
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…
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: …
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…
For your favorite financial advisor (I’m assuming that’s me), the life lessons keep on coming. First, it was parenting. “How hard can it be to keep your kids out of trouble/drugs/therapy?” thought I. “HA hahaahaha,” replied the universe. The latest…
The Mega-Back-Door Roth 401 (k). Oh, how the government likes to look like they are helping us create our own financial security in the face of a very small social safety net for our country’s ill and elderly. And you…
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