There is so much talk, writing, podcasting, etc. on Roth conversions these days. Ultimately, I don’t feel doing Roth conversion (or not) will materially impact the retirement cash flow of 90% retirees. It might affect their estate plan, but that’s…
A line item that is often bigger than I expect in client budgets is pet care. Okay, face it, it’s dog care. I don’t have a lot of clients with ferrets or llamas and cats are very low maintenance. Herewith,…
The Fourth of July is loved by most teenagers, many America lovers, and pyromaniacs everywhere. Those who hate it: dogs, people with sensory disorders, and my sister. Here is what Twitter says about the ways we celebrate American Independence.…
It’s getting hot out there and what could be better to our inner child/outer adult than a gourmet popsicle or other cool treat. Here, in no particular order are some top-rated scoops and sticks in Denver from Yelp. HipPOPS…
…invest in the latest fad, at least do it prudently. This is sort of like your mother saying, “If your friends jumped off a cliff, would you? Yes? Then, please pick a small cliff.” I know that my position…
To continue the theme – or maybe you call it a months’ long rant – about why Robinhood/Bitcoin/Reddit, etc. cloud the concepts of real, grown-up investing, I’d like to show an example of rates of return and life. Scenario: …
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