The Majesty of Simplicity The financial industry is paid to make things complicated. My job is to help keep things simple while always remembering that simple does not equal easy. Why I Might Never Pay Off My Mortgage Should I pay off my mortgage? This article highlights how we don’t live in a spreadsheet and […]

Here’s what I’ve been reading this past week or so. Investing is No Field of Dreams Important investment advice with a tie-in to Kevin Costner. Yay! The 3 Phases of Making a Major Life Change We have all just lived through a major worldwide pandemic. Maybe you reflected on what’s really important to you and […]

Here’s what I’ve been reading this past week or so. Couples Are Happier When They Talk About Money Some uncomfortable facts: 74% of women die single, and 90% of women will manage their own money in their lifetime, whether they want to or not. Many married or partnered women don’t realize that the statistics overwhelmingly say that someday […]

Here’s what I’ve been reading this past week or so: 7 Steps to Financial Freedom Financial Freedom. This tends to be the number one goal for most of my clients. The freedom to chose when and how they want to retire. The freedom to chose to downshift their career or to take a risk and go for their […]

Here’s what I’ve been reading this past week or so: A Little-Known “Back Door” Trick for Boosting Your Roth Contributions Roth accounts are something that I talk about with every client. Roth accounts are amazing tools to save for retirement and plan for taxes. Basically you pay income taxes on the money now, but then […]

Here’s what I’ve enjoyed reading this past week or so: Why the Fed Is Considering a Digital Dollar NERD ALERT! I was very relieved to read this headline from today’s Wall Street Journal. The future is moving towards digital currency. The question is which one will dominate the world economy. Or maybe there will be many dominant […]