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The 3 Solutions To Retiring Too Early
The 4 Cornerstones of Financial Literacy
Financial Planning Process
Presidents and Stock Market Performance: Any Correlation?
Reverse Mortgage as a Qualitative Estate Planning Tool?
Retirement Income Strategy: Event Segmented vs. Time Segmented
How The ‘Tax Cuts and Jobs Act’ Impacts You
The Perils of Self Diagnosis
Bitcoin Primer: 2022 Update
Lifestyle Choices: To Say No, You Need A Yes
A Budget Strategy For Variable Income
Trump and Taxes: What Came True?
How The Number Is Irrelevant To Financial Independence
Your Financial Puzzle: Putting All The Pieces Together
The Risk In Abundant Markets
Retirement Accounts and Bankruptcies
(Almost) Never Assume An Inheritance
Married With Student Loans
Collectibles: Investment or Consumption?
The Anatomy of A Mid-Life Change
Total Returns By Asset Classes
How Are You Aligning Your Lifestyle To Meet Your Goals?
Diversifying By Market Sector Via Mutual Funds
Focusing on the Fundamentals
The Consequences of Investing in Hedge Funds and Limited Partnerships
Retirement Spending: How Much Variability Can You Afford?
What Is Your ‘Good Life’?
Markets Reward Discipline
Betterment or Financial Planner?
What To Focus On When The Markets Goes Down
Mastering Your Spending Once And For All
Indexed Universal Life Insurance and Investment Only Variable Annuity
How Focusing on Your Balance Sheet Will Lead To Spending Less
When To Buy Long Term Care Insurance?
Keep Grounded When The Market Is Volatile, Or, The Gordon Equation
The Biggest Threats To Your Ability To Retire
How A Bull Market Is Your Enemy
Hard Truths of Student Debt
Your Human Capital As An Asset Class
How Your Health Savings Account Is Different Than Other Accounts
Charitable Giving: Due Diligence
The Fatigue of Hearing You’re Not Saving Enough For Retirement
How FICO Scoring Affects Your Credit Score
Money Relationships: A Conversation With My Mechanic
Economic Indicators: Why Are They Important?
The Power of the Roth 401(k)
Credit Card: Cash Management Tool
Mid Year Financial Check
Lifestyle Elasticity: Most Important Part of Your Financial Health?
Parents, Their Money, and Adult Kids
Working At A Startup: Financial Considerations
The Allure of the 5 Year Average
NPR TED Radio Hour: The Money Paradox
Optimism Bias? It Won’t Happen To Me
At Least You Still Have Your Health
The Fallacy of Black Friday
What Will Your Social Security Benefits Be?
Are You Using The Market To Reach Your Goals?
10 Financial Mistakes To Avoid In A Divorce
5 Life Lessons From ‘Blue Jasmine’
Never Ever Underestimate The Value Of Knowing Where Your Money Goes
The Basics Never Go Away
A Study in Behavioural Finance: When All You Want To Do Is Spend Money
Are You Spending More, or Less, Than Everyone Else?
How The Medicare SurTax Rates Work
7%->5.5% ->3.37%: The Case For Refinancing
Awash In Oil: The Energy Boom Very Few Are Talking About
Issues of Liquidity: When Cash Isn’t Just Cash
Don’t Take On Risk To Impress
Target Date Funds: Should You?
Gold: Where It’s Sourced and How We Use It
What Did 2007-2010 Look Like For U.S. Workers > or = 55?
Examples of Fixed Income Portfolios
Forrest Gump Was Right: It’s One Less Thing
Means-Assessed Medicare and Social Security
Time For Some Tax Loss Harvesting?
Would You Have The Courage To Take The Path Less Traveled?
Which Comes First: Starting HSA or Maxing 401(k)?
The (Unintended) Consequences of Technology
Is There Any Hope For The Individual Investor To Time The Market?
Goal Setting: Doing vs. Being
The Semantics of Success
Your Next Life Phase: Avoiding A Greek Tragedy
Money Means Nothing Without Meaningful Work
It’s Just Stuff….Or Is It?
Bernanke To Obama and Congress: Fix This
Retirement As We Know It: A Recent Phenomena, Not An Entitlement
What To Do Now
Courage People, Courage
Costs of Different Annuity Types
If You Don’t Care About Your Money, Why Should I?
Owning A House Isn’t About Getting A Return On Your Money
Do You Believe In Your Goals?
Know The Tax Consequences So You Aren’t Surprised!
Do You Use A Recession As An Excuse?
520 Good To Go? Not Quite
Does Longevity Insurance Make Sense?
Get Healthy To Get Wealthy
How Do You Reconcile Ageism With The Need (or Desire) To Work Longer?
The Cost Of A Kitchen Remodel: $80,000
Silver: All That Glitters Is Not Gold
The Cost Of Gov’t Social Programs Is Exploding
How The S&P Caution of US Debt Is A Good Thing
2 Costs Never Going Down: Energy and Health Care
Some Uncomfortable Truths
Will It Ever Return?
Purpose Doesn’t End At Retirement
When Contentment and Ambition Collide
Oil: Who Are The Biggest Exporters?
Oil: Yep, Definitely More Important (And Valuable?) Than Gold
February 15: House of Pain
My Money Valentine Or All You Need Is Love
529 Prepaid Plan (GET) vs. 529 Savings Plan
Don’t Believe The Hype: How Financial Media Affects Your Financial Behavior
Here We Go Again: Speculating Oil vs. Hedging Oil
The Intersection of Efficient Markets and Behavioral Finance
Does Your Rewards Card Entice You To Spend More?
Top 5 529 Savings Plans With Least Expenses
Visual Representation of Asset Class Performance Since 2003
Capital Gains: A Visual Representation
How To Easily Fund Social Security
Selling At A Loss Doesn’t Have To Be Painful
If It Doesn’t Have Meaning Then Why Do It?
Oil, Not Gold? Better Yet, A Basket of Dividend Paying Stocks?
Just Because You Can Rollover A 401(k) Doesn’t Mean You Should
How To Get Free Financial Planning
Nor Are All ETFs Equal, For That Matter
Not All Index Funds Are Created Equal
Gold As A Currency, A Commodity, Or Both?
Confusing Working Assets With Personal Use Assets
Why I Am So Excited About Cost Basis Requirements
Baby Boomers Sitting Tight, Delaying Retirement
How Retirement Is No Longer A Right, It’s A Luxury
Summer Financial Checkup: 5 Considerations To Get Ahead Of The Game
Each Purchase Is A Tradeoff
Your Behavior Is More Important Than Market Performance
Do You Know What It’s All For Or Are You Operating In A Fog?
When A 401(k) Isn’t Enough
Active Management vs. Passive Management: Just How Efficient Are Markets Anyway?
Franchise As Alternative Investment?