A very common topic with my financial planning clients is how to pay for a big home renovation. Whether it’s finishing a basement, relandscaping, or adding a second floor, home improvement is a big wish for many people. And then…
In the US, we are making a big-old-deal about our 250th Birthday. But we are not the only ones with meaningful/ridiculous Independence Day traditions. And we are by far, not the oldest. So let’s take a quick tour of what’s…
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…
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