Investing

So many financial choices

If you’ve ever been to The Cheesecake Factory, you know they have a 21-page menu with 250 items.

Dec 4

More on privacy and making things easier for your heirs

Some additional thoughts on a couple of recent articles I wrote...

Oct 30

Retirement lessons from a Millennial

What a 25-year-old can teach us about living - and enjoying - life

Oct 9

A surprise about individual stock returns

The research tells an interesting story

Oct 2

How to plan ahead for a big expense

Avoid market timing when investing AND when spending

Sep 18

Why your money decisions should be more like checkers than chess

Focus on the decision right in front of you...

Sep 4

Recent client projects

A sampler of things I've been working on this summer

Aug 7

The Dirty Dozen

A list from our friends at the IRS

May 22

An underappreciated piece of your financial plan

This account type can provide additional flexibility with your finances

May 8

Do I need to rebalance my portfolio?

Whether the market is going up or down, it's smart to rebalance your portfolio

Apr 10

Creating a "paycheck" in retirement

A few thoughts on retirement income planning

Mar 20

Equigravisphere

Pulling away from one thing and being drawn toward another... or not

Mar 13

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