Lifestyle

The role of fate in your financial planning

Change your outlook on the unknowable future...

Nov 20

Does your money need a "how" or a "who"?

Which approach are you taking?

Nov 13

More on privacy and making things easier for your heirs

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

Oct 30

No More 'Donut Hole'—Discover How Medicare Is Changing!

Might be a good idea to review your Medicare coverage

Oct 23

How to choose charities

Making the biggest impact with your charitable donations

Oct 16

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 protect your personal info

How to stay safe in an age of increased data breaches and hacks

Sep 25

How to plan ahead for a big expense

Avoid market timing when investing AND when spending

Sep 18

How to make your home disappear

And why your kids might be glad you did...

Sep 11

Trading your way to financial freedom

And I ain't talking about trading stocks...

Aug 21

Recent client projects

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

Aug 7

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts