Here’s what I’ve been reading this past week or so. This week’s list is shorter than usual because I’m in the Midwest visiting family eating way too much Chinese food and being spoiled by my mom. Do You Need a Financial Planner? This Kiplinger’s article gives you 5 reasons for and against hiring a financial […]

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: Are You Spending Too Much or Earning Too Little? Budget. The dreaded word. Most people run screaming when they hear this loaded word. Even the softer term “spending plan” makes people squirm a little. Whatever you want to call it – understanding where your dollars […]

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 […]

Here’s what I’ve enjoyed reading this past week or so: You Can’t Invest Without Trading. You Can Trade Without Investing Confusing, eh? It’s a concept I talk a lot about with clients – the difference between investing and speculating. It’s hard not to have FOMO when all the financial pornography out there makes you feel like everyone else […]

Here’s what I’ve been reading this past week or so: A Woman’s Guide to Making the Most of Social Security “Women tend to live longer than men, so they need as much retirement income as possible. Whether you’re 30 or 60, here’s what you need to know.” This NY Times article walks you through how […]