If you’re a mid-career professional, life is full of demands. You’ve worked incredibly hard to get here. You’re sandwiched between young kids and aging parents. Your job is challenging and life is busy. Be it a technology company, medical practice…
When making your retirement decision, you likely get one chance to get it right. These type of situations are where checklists can shine. Understanding all your financial opportunities pre-retirement, can make life-changing differences in your retirement journey. Which is why…
It’s easy to stick with investments that are leaving all other assets in the dust. In fact, logic tells us because they’re performing so well, we should buy more. While we’re at it, shouldn’t we dump the lousy performers…
On this episode, we revisit some of our favorite clips to cover some of the more important frequently asked financial questions. Taken from episode 6 is the question: Do I need a financial plan? With this comes further questions, and…
All of us have a subconscious financial bucket list of things we want to accomplish. After having meetings with thousands of clients collectively over the years, we have a pretty good sample size of the biggest checklist items people would…
One of the difficulties in decisions around retirement, is most people only get one chance. Making the most of that chance involves essential decisions around when and how you choose to take Social Security. Maximizing your benefit has huge impacts…
Do you ever feel financial advisors speak a different language? Many clients feel their advisors throw around financial terminology that creates more confusion than clarity. Financial planners use mnemonics and acronyms since they are a great way to remember things….
You’ve heard about Bitcoin and other cryptocurrencies for the past few years now. “Nothing attracts the attention of the public like the possibility of missing out on the latest craze,” Larry Swedroe once said. The fear of missing out (FOMO)…
Next to the weather, vacation questions are in the small talk hall of fame. Each year, as summer approaches, more time is spent thinking, talking and planning for the perfect summer getaway. For most of us, the joy of some…
How often do you notice how your behavior influences your finances? Behaviors may seem like small decisions but they build up over time. Our default thinking makes a big difference in whether you are able to reach your financial goals….
