Life and estate planning for the later years
Every time my brother or sister calls, I brace myself for news about my mother’s well-being. What’s up with Mom? Is she OK? Should we call the neighbor to check on her? Are you sure
Keys to reaching financial independence
The keys to reaching financial independence are simple at their core, but not easy to attain. A few of the keys are: invest in your earning power; avoid lifestyle creep; get the big expenses right;
Should we Shrug off the Greek Debt Crisis?
A new deal was announced Monday that averted Greece’s immediate exit from the Eurozone and the potential for contagion. This week we review the latest deal and why it may not work. Hard-Won Greek Deal
The Greek Debt Crisis Explained
We have had a few people inquire about the Greek debt crisis and its potential impact to US investors. It is complicated; we hope you enjoy some of these perspectives. The Greek financial crisis, explained
Retiring this year? Consider the landscape
We know a few people retiring this year. Each new cohort of retirees faces its own set of challenges. This week we highlight a few issues for this year’s retirees to consider. You will be
Wanting what you’ve got
We talk to a lot of people about their aspirations and what they consider a secure nest egg. What is “enough” for one is inadequate for another. The differing perceptions of “enough” remind me of