What is comprehensive financial planning, why you need it, and how it relates to your investments.
The subject of comprehensive financial planning tends to scare people away. Get ready to demystify it in the next 10 minutes!
Read MoreLooking at the active, vibrant and well-educated Boomer clients that I am honored to work with, I often wonder: do we need to re-define retirement?
After all, just a decade or two ago retirement meant sitting by a fireplace in the rocking chair and whiling the days away playing Bingo at a local senior center. My clients today seem to have a different set of ideas as they envision a future of travel, exciting new projects and, for some, even no retirement at all! Those new developments create a need for a very different set of conversations that go beyond “what would be your ideal retirement age?” and “what is your monthly budget in retirement?”
Read MoreIncomplete plans can be disastrous. A man named Carl McCunn learned this painful lesson amid the chilling landscape of Alaska. The wildlife photographer arranged for a bush pilot to fly him to an isolated region hundreds of miles north of Fairbanks. He carried enough provisions for his five-month excursion.
Read MoreIf we look at society and societal norms, a lot of weight is given to success when it comes to defining happiness. If we see a person who is successful, it is often assumed that they are happy. On an existential level we should consider what it all means. In reality, we actually have no idea whether or not that person is either happy or successful; for a couple of reasons: First of all, we can only measure someone else’s success or happiness by what we know about them.
Read MoreJohn and Sally have been married 5 years. The 35-year-old computer programmer works at a major software company, while Sally, 32, works part-time as a freelance photographer and full-time as the mother of a 3-year-old son and a 5-year-old daughter.
Read MoreAfter finishing law school, Joe found himself at 29 with an entry-level position at one of the largest firms in his city, along with a lot of student loan debt. Joe also needed a car for his job and with no cash on hand he had to borrow money yet again.
Read More