If you look back on my past blogs, I explain the different types of bonds with a fun example. To summarize, bonds come in different maturity dates and different credit qualities. The longer the maturity date, the better the interest…
I’m going to spend the next couple of blogs talking about the horrifying (sarcasm) specter of rising interest rates. This is in hopes that I won’t have to talk about it for the rest of the year. Yeah, right. If…
There must be some physical component in the human brain that relentlessly drives us to compare our lives to that of our friends, enemies, co-workers, or ex-boyfriends. We do it with the cars we drive, the age we marry, our…
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…
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