Women Face Unique Challenges in Retirement

Women face unique challenges in retirement, but careful planning and an effective investment strategy can make a difference.

Firms Attempt To Change As Someone Starts Watching

Every once in a while my wife, Jill, “trusts” me with the food shopping—under one condition. I bring my daughter Sophie. Which is fine with me, since I really do not like doing it. Sophie does. She can maneuver through a grocery store like no other kid.   Last Saturday, I “got the call” from […]

Are Those Fees ‘Reasonable’?

It is hard for me to believe that our oldest daughter, Maeve, is finishing up her freshman year of high school in just a few months. It feels like yesterday that we put her on the school bus for her first day of school. In recent years, Maeve has earned the nickname “The Wizard” because, […]

Finished With Engines … Not Quite Yet

There are certain times in my professional career that I just shake my head in disbelief at what some view as acceptable advice. Last week, Cindy from the Lower Cape came to see me. Cindy is a lovely woman who just turned 66 and is retiring in January. She has saved about $850K, has a […]

Average Grades? Not In My House!

In 4th grade, the students are graded on a scale of 1 to 4, with 1 being below average and 4 being above average. In June, my 11-year-old daughter, Phoebe, brought home her report card. It was her best report card ever and she knew it. She did great in just about every subject, except […]

‘Set It And Forget It’ Investing . . . Are You Nuts?

I have crazy sleep patterns. Oftentimes I wake up in the middle of the night . . . just thinking about things. When I cannot sleep, I like “channel surfing” to check out the infomercials on TV.   The other night, I was channel surfing and came across an ad for a rotisserie and barbecue […]