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…
If you’re age 50 or older, you’ve probably heard of “catch-up contributions.” It’s the IRS saying, “You are making more money, maybe those expensive kids are launched, go ahead and pile on the retirement savings. We’ll let ya.” Up until…
What is the trickiest part of being a financial planner? Is it outsmarting the markets? Knowing the “best” investments to recommend to clients? Figuring out someone’s lost crypto-wallet password? None of the above! At least not for me. The hardest…
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