As financial advisors, we can be worried about offending our clients. We may not tell you the hard truths when you are dithering about your accounts going down. The tendency to handle clients with kid gloves could be harmful…
Anxiety. We’ve all got it. Germs, jobs, raising kids, Russian invasions; the reasons for sleepless nights are endless. I can’t cure them all, but here are some ideas if your worry set is centered on being retired. Fear #1: …
Here are some examples of how your CPA is feeling right about now: A 2-week-old bar of soap in a public bathroom in the 1980s. A cast member of The Walking Dead – zombie or apocalypse survivor, your choice.…
What do different sized nest eggs mean your financial security? Having several hundred thousand dollars saved is a huge accomplishment, but do you know the sustainable annual income those savings will support? Let’s take Abimelech: He is aged 66…
Welcome back to my WTF (What the Finance) series! Are you experiencing FOMO because all your friends are talking about investing in Qualified Opportunity Zones at parties and you aren’t in the action? Probably not. But, if you want…
Here in Colorado, the spring season can mean anything from blizzards to heat waves. To jolly you along, enjoy 5 funny tweets about Spring. The weather is warming up so now the kids can finally go outside and get…
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