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The Dirty Dozen
A list from our friends at the IRS
May 22
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The Dirty Dozen
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An underappreciated piece of your financial plan
This account type can provide additional flexibility with your finances
May 8
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An underappreciated piece of your financial plan
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Do I need to rebalance my portfolio?
Whether the market is going up or down, it's smart to rebalance your portfolio
Apr 10
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Do I need to rebalance my portfolio?
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Creating a "paycheck" in retirement
A few thoughts on retirement income planning
Mar 20
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Creating a "paycheck" in retirement
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Equigravisphere
Pulling away from one thing and being drawn toward another... or not
Mar 13
1
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Equigravisphere
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9 Investments Women Should Avoid
A few things to keep out of your investment portfolio
Mar 11
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9 Investments Women Should Avoid
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The only constant in life...
Getting punched in the gut when you least expect it
Mar 6
3
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The only constant in life...
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When an Annuity Might be the Answer
I don't like 'em except in certain, rare situations
Nov 15, 2023
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When an Annuity Might be the Answer
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The Investment Return That Matters Most
The one return that supersedes all others...
Oct 4, 2023
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The Investment Return That Matters Most
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The Magic of Compounding Dividends
Probably not the dividends you're thinking of...
Aug 30, 2023
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The Magic of Compounding Dividends
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Recent Client Work - Summer 2023
A few of the things I've been working on recently
Aug 9, 2023
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Recent Client Work - Summer 2023
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Misdirection
What if Wall Street has you looking the wrong way, focused on the wrong thing?
Mar 1, 2023
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Misdirection
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