You’re Never Too Young to Use Money Wisely
The road to personal wealth requires the ability to see the benefit of long-term planning over instant gratification.
Successful Advisors Need Successful Clients
People who retire early have some things in common, such as a sensible approach to spending and investing that puts long-term needs before short-term gains.
It’s all a Numbers Game
How confident are you that you’ll reach the number you need for a comfortable retirement?
The Growing American Retirement Crisis
Retirement used to be something to dream about. But these days it can be bewildering and scary. Plan for a secure and happy retirement with a sound financial system.
The Ever-Changing Economic World
More Americans than ever are saving during these uncertain times. Make sure your savings work for you in retirement with a sound investment plan.
The Corona Pandemic: Emerging From the Crisis
“Seek first to understand, then to be understood.” Whether you attribute those words of wisdom to Stephen Covey’s “Seven Habits of Highly Effective People” or further back in time to Saint Francis of Assisi, they are probably as profound as they’ve ever been as the world faces the calamity of the Covid-19 pandemic. In this troubling […]
Investment Strategies from the Uber-Wealthy
Anyone who knows me or reads this weekly column knows that I’m not an avid gambler. I really never have been. Whether we’re talking about a night at the casino or a questionable investment, I believe in taking only measured and calculated risks with money. But will I occasionally slap down two bucks for a […]
“New Math” That Makes Saving for Retirement Easier?
A few weeks back, Maeve surprised us with a visit home from college. She’s the happiest I have seen her in years with all of her new friends, parties, and academics. And while her two sisters, Phoebe and Sophie, would never admit they missed Maeve, the three of them were joined at the hip the […]
Seriously . . . How Much Do You Really Need?
Each year, I trek over to Sandwich to see my primary care, Dr. Hannah, for a routine visit. After we have a few laughs and solve all the worlds political issues, he checks my blood pressure, weight, cholesterol, and he makes sure my heart’s still ticking. But then life gets busy and I find myself […]
How Much Will You Need to Retire?
Well, our oldest daughter, Maeve, is off to college, and I am not going to lie to you . . . I really miss her. She’s my buddy. But, we couldn’t be happier and more excited for her. Jill and I helped her get settled in on move-in day. It was chaotic and frenzied, and […]
