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…
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…
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…
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…
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…
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…
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