Adam and I have been fortunate to meet several new families over the course of the last couple weeks. They found us in many different ways. Two came to us based
My kids love to read and sing songs. One of our favorites is “We’re Going On a Bear Hunt,” a 1989 children’s picture book about a couple kids and their dog
One Roth IRA Workaround for High-Income Earners
If you understand the concept of compounding interest and believe your money will grow over time, then
Sometimes progress is as much about knowing what NOT to do, as it is about figuring out what to do. The path to growing wealth takes some basic
For many of my clients, the topic of retirement comes with many different emotions. While it can be exciting to think about freedom of time and the lack
Spending in retirement can be a slippery slope. Gone are the employer paychecks, replaced (perhaps) by a lump sum retirement plan that you have to
As we flip the page to December, we often turn our attention to shopping, holiday parties, gift giving and family gatherings. It may seem like just
There are many opportunities to question our investment choices. We probably do this when we review our financial statements, read news headlines, or
Some of your investments will not work, for any number of reasons. The sooner you become OK with that fact, the more emotionally prepared you will be
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“What goes up, must come down.” Whether you attribute that quote to Isaac Newton or the band Blood, Sweat & Tears, it is a fact of life
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The party conventions are over. The political cycle is ramping up. And there is a great deal of noise and fury in the media about the
Federal Reserve this. Brexit vote that. Market highs and market lows. I have casual conversations getting my coffee in the morning, or out at the
