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May 16, 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 6, 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...
Jan 28, 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 15, 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...
Dec 17, 20193 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 2, 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...
Nov 18, 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 4, 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...
Oct 21, 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 7, 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...
Sep 23, 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...
Aug 26, 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 22, 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...
Jul 31, 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...
Jun 20, 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...
Apr 19, 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...
Mar 23, 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...
Jan 19, 20192 min read
The Role of Luck
Sometimes luck is better than skill. That is truer for investing than many aspects of life. In sports and academics, for instance, luck...
Dec 15, 20183 min read
Wisdom from the Wealthy
People often meet with me to discuss money topics. How to invest their hard-saved dollars. How to eliminate debt. How to plan for...
Nov 17, 20183 min read
One Lump or a Monthly Bump?
Perhaps you have heard your grandfather or an uncle talk about the pension they receive from their former employer. Every month they...
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