One recommendation I make often to people is if they have a bucket list, don’t wait until retirement to fill it. Sadly, I have clients pass away every year, reminding me of just how limited time is.Travel requires energy, as well as money, two things that are more in supply during our [...]
Have you ever watched Shark Tank? While I’m not a fan of most reality TV, this show is incredibly unique. Every week small business owners ask a group of venture capitalists (The Sharks) to invest in their company. If you ever doubt the value and virtue of free-market capitalism (or worry [...]
No matter how much we'd like to deny it, genetics have a far greater influence on who we are than anything else. The children of great athletes tend to be great athletes themselves. And unfortunately, some people who never smoked a day in their life will fight the same heart disease [...]
When I was a kid, we had a neighbor who owned the perfect yard. Seriously, the folks at Augusta National could take lessons from him. When I bought my first house, I tried to be just like him. I fertilized, aerated, verticut, seeded, mowed, and watered. I read no less than five [...]
Let’s get political. Dangerous territory I know. Don’t worry…no strong opinions will be revealed (let’s face it…you probably know where I stand). So here’s where we stand. Republicans control the Senate. The Democrats have the House. President Trump is a Republican, but certainly not a conservative. The Supreme Court certainly has [...]
Smart Investing Tips for Up and Down Markets If you've paid attention to the stock market over the past few weeks, you've probably had a bit of an uneasy feeling in your stomach. After years of steady gains, we've experienced some pretty incredible volatility. The markets have been violently swinging up [...]
Financial Spring Cleaning The arrival of spring triggers a sense of optimism, a fresh start and a time to sweep out the cobwebs. As you spring clean your house, don't forget about your finances. This is the perfect time to take stock, review and set new financial goals to keep you [...]
5 Reasons March Madness Is Just Like Investing Filling out a bracket for the NCAA championship basketball tournament is an annual highlight for sports fans like myself. Like most people, I don’t watch much of the regular season games, but every March I start reading expert picks and researching bracket strategy [...]
The New Tax Law and How it Affects Charitable Giving… Just recently a client posed the following question: I heard that the new tax law changed some of the rules pertaining to charitable giving. Can I still make a tax-free transfer from my IRA to charity and have it count as [...]
“The only two things that scare me are God and the IRS” –Dr. Dre Assuming that you do not define patriotism by the amount you pay in tax, what follows should be useful. If you’re one of the 53% of Americans who pay federal income taxes, then it is likely you [...]
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