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What the Future Holds
I’m worried. My worry does not relate to our current state of affairs, it's the government's reaction to them that concerns me.
Jul 29, 20203 min read


The Incredible Shrinking Interest Rate
It is no secret. Interest rates have shrunk to microscopic levels.
Jul 14, 20203 min read


Is Working Worth the Benefit?
In meeting with someone recently, they asked a wonderful question, “Is working worth the benefit?” The benefit they were describing was...
Jun 30, 20203 min read


No One Feels Wealthy
Beauty is in the eye of the beholder, or so the saying goes. Believe it or not, wealth is equally subjective. One of my big revelations...
May 16, 20203 min read


Better Together
The Stone Age ended because of two soft metals. Both were softer than the hardest stone. But together, the two metals produced something...
May 5, 20203 min read


The Golden Era – Part Two
In my last article, I made the case for why I believe now is the golden era of homeownership. I want to expand on – and sum up – my...
Jan 28, 20203 min read


The Golden Era
My generation is lucky. When it comes to purchasing one of the biggest assets on most households’ balance sheets, we have a huge...
Jan 14, 20203 min read


The Cost of Retirement
There is one burning question I repeatedly hear from those who are nearing retirement. It’s a simple question, and fortunately there is...
Dec 16, 20193 min read


How Much Is Enough?
This time of year is focused on giving thanks and counting our blessings. In this country, especially, it seems appropriate to reflect...
Dec 2, 20193 min read


Watch Your Step
Investing for retirement is like mountain climbing and flying airplanes. Surprisingly, the riskiest part of the journey isn’t the climb....
Nov 18, 20193 min read


Should You Pay Off the Mortgage?
Some people hate debt. They hate it with a passion. They don’t like it hanging over their head or weighing them down. They can’t wait to...
Nov 4, 20193 min read


Fun with IRAs
IRAs are one of the most popular retirement savings vehicles in the United States. Used correctly, to save for future retirement...
Oct 21, 20193 min read


If You Have Your Health…
Do me a quick favor and re-read the title of this article. Can you finish the popular saying? I am guessing you probably can, but if not...
Oct 7, 20193 min read


The Knowledge Gap
Call me a skeptic. I came across a statement the other day in an article about financial literacy. It’s a statement I have stumbled upon...
Sep 23, 20193 min read


How to Get Rich
The inspiration for these columns comes from a number of places. It may be a question from a client, a piece of research I read, or a...
Aug 26, 20193 min read


Taking the Lead
In a relationship, usually one person takes the lead. It could be on the dance floor, in the kitchen, or in social situations. Taking the...
Aug 22, 20193 min read


The Dreams We Dream
We all have a dream. It’s why entrepreneurs fail. It’s why marriages end in divorce. It’s why retirees go back to work. We all have a...
Jul 31, 20193 min read


If We Could All Be So Lucky
If I had just one wish for my kids, it would undoubtedly be for good health. Beyond that, I have several other wishes that are difficult...
Jun 20, 20193 min read


The Lie That Won't Die
It happened again. I found myself in a group of people, listening to an individual caution the others on the dismal state of Social...
Apr 19, 20193 min read


Retiring Early? You Have My Sympathy
Picture your transition to retirement. Most people probably envision an orderly shift from work to leisure. From alarm clocks and...
Mar 23, 20193 min read
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