You may think of investment people as nerds (and you are mostly right), but we have areas where we are passionate, too. One of them is whether index investing or active management is better. On the Index side, you have…
Happy New Year! In December I veered off in all sorts of random directions with the blog. Between year-end to-dos and general revelry, I got way off task with the decoding financial jargon goal. So, back to work we go.…
Happy New Year! In my financial planning business, I work with three distinct groups: Those who are just starting out in their professional and investing lives (ages 25-30) People who are building careers, families, and savings portfolios (30s – 50s)…
“Santa Claus has the right idea. Visit people only once a year.” ―Victor Borge Once again, we come to the Holiday Season, a deeply religious time that each of us observes, in his own way, by going to the…
A financial planner telling you how to spend MORE money over the holidays? What madness is this? Well, I’ve about read my fill of articles telling me to make a list and check it twice before double buying gifts for…
Second in a 2-Part Series In part one you have madly scrambled to increase your retirement plan savings and sign up for your Flexible Spending Account during the last milliseconds of open enrollment. Now, let’s talk about the other 3 items…
Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.
