It can’t all be about financial education on this blog. Even financial advisers need to laugh between appointments where they nag people to save more. From Twitter, here are some great quotes about Halloween. By the way, the correct…
More and more employers are making the Roth option available in their 401(k), 403(b), and 457 plans. What does this mean? Well, the default contribution to retirement plans has always been tax-deferred. Meaning, you are legally hiding income…
As I sit here and eat the Take 5 bars that I will not be giving to trick-or-treaters, it seemed appropriate to offer a quick market commentary about what has been scary and sweet so far in the 2018 investment…
My brilliant social media guru, Catherine Tidd of Social Seed Marketing, recently made me aware of the many opportunities to celebrate just about anything with International fill-in-the-blank days. Sadly, I missed National Talk Like a Pirate Day on September…
Welcome back, Scott Arnold, CFP ® to conclude his 2-part blog on using the Three Jars method to help teach his young boys life and money lessons. When my wife and I started The Three Jars with our boys,…
This week and next, I’m thrilled to welcome guest blogger and fellow financial planner Scott Arnold, CFP ® to discuss how using the Three Jars method has helped teach his kids life and money lessons. Take it away, Scott! …
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.
