Reflection and Regret

Reflection and Regret

Do you doubt we are among the most self-reflective generations in American history? I don’t! The American Psychological Association recently estimated that 1.2 to 1.5 million undergraduate students take introductory psychology classes every year. Test prep firm,...

Five Things to Know About Retirement Taxes

Five Things to Know About Retirement Taxes

Setting up a plan that will provide the income you need for the entirety of your retired life is usually the top concern for people around retirement. We look at it a little differently. Our focus isn’t just on making your assets work to provide income; it’s on...

Three Questions to Ask Yourself

Three Questions to Ask Yourself

As naturally social creatures, relationships are essential to our everyday lives even for my 19-year-old college sophomore daughter who likes hugs about as well as a desert cactus. Relationships can help us advance through our career; they can be the source of fond...

Planning for Transition Risk: Navigating Life’s Curves

Planning for Transition Risk: Navigating Life’s Curves

Navigating through a transition is just one of those life experiences that all we’d all (sometimes) rather not go through, but the goal is to handle it creatively and effectively, so you don’t have to spend time looking back – you’ll be too busy enjoying your new “now.”

The Purpose

When I began my daily radio show some 8 or 9 years ago, my mother asked what I would talk about each day. I responded there was no shortage of financial planning issues to address. And, although mom is always right, on this occasion, I proved her wrong (sort of)....