The bad news: Financial advisors are not one-size fits all, so it takes a few calls to find the right one for you. You may not need the same financial advice for all the phases of your life. So, if you find that perfect advisor, be prepared that you may change in the future. …
“Remember, the physical guardian of your kids doesn’t have to be the same person as the monetary guardian…It doesn’t have to be the same person handling the emotional and financial well-being of the minor children.” CLICK HERE FOR THE FULL ARTICLE
How much is too much time? No, I’m not talking about time on the Earth. More like free time all by yourself. Thanks to alert reader and fellow financial planner Cameron Morgan, we have an answer! Cameron kindly sent me this article from The Guardian. In the article it states that free time,…
Once again, the rumors of a pumpkin shortage have been proven false. Whew! Now, if only I could find Topo Chico mineral water consistently. What to do with your prized Libby can this holiday season? Want to be more original than pie? Bring this delicious (very rich) Pumpkin Cauliflower Gratin to any gathering and…
Ahhh, Halloween, the funniest holiday of the year. Well at least according to these people. “Halloween was confusing. All my life my parents said, ‘Never take candy from strangers.’ And then they dressed me up and said, ‘Go beg for it.’ I didn’t know what to do! I’d knock on people’s doors and go,…
“…but rather the inadequate life.” This quote by Bertolt Brecht may bring comfort or possibly a sense of urgency to get off the couch and get things done. But what about that scary transition between the adequate life and death? To help us along this path, a profession is out there called End-of-Life Doula and…
This year, as Kristi was reviewing her job performance with her boss (also Kristi), the matter of compensation came up. During the meeting, Kristi pointed out to Kristi that she hadn’t had a raise in 5 years. Not to say that Kristi’s performance was so spectacular as to warrant huge annual raises, but, as…
I guess it’s a good year in the stock market when the worst performing sectors (so far, as of writing this blog on September 13th) aren’t negative, just not up as high as the best performers. My sage advice for acting on this data – don’t get used to it! Here, with no particular…
A big topic of financial writing these days is The Mega Back Door Roth. Sounds like a King Kong type of movie and coincidentally has about as much use in most people’s financial knowledge as a giant ape movie in an Oscar race. As discussed in the previous blog, a back door Roth IRA…
This blog is a repeat of the topic of a Back Door IRA. The reason I bring it up again is that Mega-Back Door Roth IRAs have been in the news a lot lately. I’ll discuss those next week but thought we should all be on the same page of what the Not-Mega (aka Regular)…
Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.
