This week, I continue my discussion about lessons learned in my first 20 years of business. Although everything I read about when a financial advisor should
This is the 2nd installment of musings on the 20th anniversary of my firm, Personal Money Planning. Today I want to talk about marketing. Even if you don’t run
For the next several weeks, I’m going to look back at my career and espouse things I’ve learned. No, I’m not retiring; I’m not dying (which would be a
For the next several weeks, I’m going to look back at my career and espouse things I’ve learned. No, I’m not retiring; I’m not dying (which would be a
When is a retirement fund not a retirement fund? Apparently, when it’s inherited. At least that’s what the U.S. Supreme Court ruled back in June. There was no
A popular rule of thumb has held that the percentage of equities (stocks) you hold in your portfolio should get smaller as you age, especially when you are
I was reading an interesting article by one of my favorite financial researchers, Michael Kitces, who made a great point. Before I get to that point, let me
. It seems that a lot of folks think that if you rent you are doing something wrong...that you are throwing away money. There are many reasons to rent instead
Rent or Buy?
When someone asks me any question, my most common answer is “I don’t know.” When I do know (or think I know) a good deal about the subject, more
Today’s discussion could save you a lot of heartache when it comes to your retirement nest egg. That is…if you are not at or near retirement. If that’s you, I’m
Today’s discussion could save you a lot of heartache when it comes to your retirement nest egg. That is…if you are not at or near retirement. If that’s you, I’m
Money. It’s part of our daily lives, from buying groceries to paying the mortgage—not to mention the different ways we earn it. But ask people if they think
