One of the perils of working in financial planning is that you speak in this weird language that you think others understand, but they don’t. This is where I rely on my friends to let me know when I am…
First, let me be clear: I am NOT a Certified Divorce Financial Analyst. There are such people out there and I highly recommend you visit one before starting divorce proceedings. This is just a quick list of things I wish…
The retirement plan maximum increased in 2015 to $18,000/year with a $6,000/year catch up contribution for those aged 50 and over. If you are fortunate enough to be adding the maximum each year to your retirement plan, make sure your…
Here’s a little secret that most investment salespeople will not tell you: The actual investments you choose aren’t really that important. Buying Whole Foods or Walmart or Kroger stock is the least important financial decision you will make. What? How…
Bottom-up Investing: No, this is not a reference to Kim Kardashian breaking the internet. Bottom-up mutual fund managers research companies individually and without regard to the current economic cycle, geography, or other big picture considerations. Asset Allocation: I’ll spend more…
Here’s a topic that many people wish they knew more about. That, and whether the new college football playoff system will be better than the BCS. Exchange Traded Funds (aka ETFs) were introduced in 1993 with the launch of the…
You are feeling tired and the stacks of mail with forms to fill out is overwhelming. I don’t have a magic wand to make this all disappear. This short video will help you prioritize and organize the inevitable financial tasks that come with a loved one passing away.
