I participate in a small strategy group that has monthly conference calls. This month’s focus was managing income distributions during a prolonged market
Welcome back to my New Year’s thoughts about financial and life planning.
Last week I discussed insurance but didn’t have enough space to mention long
You probably remember the old story. A child asks his mom why they always trim the end of a ham before putting it in the oven to bake. She replies that she’s
I am often asked, “Am I on track?” Every situation is different, but some objective measures can be used as a snapshot and tracked over time to measure progress
Our intrepid employees in Washington DC have once again passed a last-minute tax act, part of which is retroactive for the entire year of 2019. Apparently, none
Year-end is my time for reflection and renewal. Business owners use it to set goals and develop a plan with benchmarks for the next year. I started applying
As the year draws to a close it’s tempting to try to predict what 2020 will bring, especially in the markets. Here’s a brief article from the thoughtful people
There is no gift that says “I love you” like a lower tax bill in April. Between all the holiday parties and batches of eggnog, there are some financial tasks to
Music fans of a certain age were saddened to learn of the recent passing of Aretha Franklin, long known as the Queen of Soul. Financial planners of all ages
I grew up in the days when Halloween was fun and safe. The only downside was that I had older brothers who made a point of trying to scare me—and they often
All investors recognize the need for information. In fact, some become almost obsessive about it, spending a considerable amount of time in a quest for the one
