Used Coffee Grounds and Louis Vuitton: When Designer Bags are More Practical...
I had just offered my sister-in-law, Missy, a cup of coffee, and she refused, saying “I am not drinking a cup of coffee that costs over a dollar! That’s ridiculous!” You see, I have a Keurig machine...
View ArticleAn Ounce of Prevention is Worth a Pound of Cure: How you Can Avoid...
“Concierge Financial Planning: Cheap VIAGRA.” I stared in disbelief, rubbed my eyes, looked again, and it was still there. I had Googled my blog in order to show it to friend, and mixed in with...
View ArticleThe Greatest Risk is Not Taking One
Risk is a funny thing. Everyone perceives it differently. For example, I would never go bungee jumping, but I know a bungee jumper who is scared of the stock market and keeps all his money in cash. As...
View ArticleWhy Retirement Health Care Costs are Scarier than Ebola
“I heard that Ebola care can cost $25,000 per day!” Ted exclaimed. Our conversation on health care had digressed. Patty and Ted, both in their early sixties, were confident that their savings would...
View ArticleThe Other Talk™: A Book Review
“Couldn’t put the book down!” Normally, people say that about a book because reading it was exhilarating, exciting, filled with drama, culminated in a “feel good” ending or with a WOW — didn’t see...
View ArticleUsed Coffee Grounds and Louis Vuitton: When Designer Bags are More Practical...
I had just offered my sister-in-law, Missy, a cup of coffee, and she refused, saying “I am not drinking a cup of coffee that costs over a dollar! That’s ridiculous!” You see, I have a Keurig machine...
View ArticleAn Ounce of Prevention is Worth a Pound of Cure: How you Can Avoid...
“Concierge Financial Planning: Cheap VIAGRA.” I stared in disbelief, rubbed my eyes, looked again, and it was still there. I had Googled my blog in order to show it to friend, and mixed in with...
View ArticleThe Greatest Risk is Not Taking One
Risk is a funny thing. Everyone perceives it differently. For example, I would never go bungee jumping, but I know a bungee jumper who is scared of the stock market and keeps all his money in cash. As...
View ArticleWhy Retirement Health Care Costs are Scarier than Ebola
“I heard that Ebola care can cost $25,000 per day!” Ted exclaimed. Our conversation on health care had digressed. Patty and Ted, both in their early sixties, were confident that their savings would...
View ArticleThe Other Talk™: A Book Review
“Couldn’t put the book down!” Normally, people say that about a book because reading it was exhilarating, exciting, filled with drama, culminated in a “feel good” ending or with a WOW — didn’t see...
View ArticleCrowdfunding for Christmas
You are all familiar with crowdfunding, right? It’s the practice of funding a venture by raising many small amounts of money from a large number of people. President Obama pioneered its use to get...
View ArticleA Reverse Mortgage in Retirement: Taking out what you put into your house for...
June and Joe are 73 and 75 respectively. They are happily retired and still living in the home where they raised their three children. Like many people their age, they panicked in the 2008 financial...
View ArticleTo Annuitize or Not to Annuitize
“What do you think of these annuities?” Mel asked. “An insurance guy I know is advising us to transfer all of our remaining IRAs into these two investments, and I’m not confident it’s the right...
View ArticleTiming is Everything: New Free Retirement Tools can Help you Decide if the...
One of the most frequent questions I get from pre-retiree clients is, “When I retire, how much can I spend annually and not run out of money?” Most people can’t easily translate their mishmash of...
View ArticleAm I Thin Yet? Investing Tips from Successful Dieters
My husband, Peter, started a diet last Monday, despite my protestations that he does not need to lose weight. He carefully prepared and ate an egg white and tomato omelet with a dash of feta cheese,...
View ArticleSocial Security and Divorce: Have your Cake and Eat it too
“I’m ready to move on,” explained my client Lisa, “but not to rocking chair, porch-sitting retirement.” At 60 years old, Lisa is in full retirement planning mode, but her idea of what to do after...
View ArticleThe Harm in Financial Journalism
In most areas of our lives, the more information you get, and the more up-to-the-minute it is, the better we can do business and make astute decisions. It is interesting that investing is one area...
View ArticleA Foolproof Trick to Save 10% on America’s Top Colleges
Yes, it’s true, anyone can save 10% or more in four year college expenses. That could easily mean more than $25,000 in your pocket. And, there is no need to complete the FAFSA financial aid form or...
View ArticleRelax Dads, But Just 10%
“Don’t buy the stock yet,” I told my wife, “it’s going to go down a few more points.” We were investing in a new company that I believed in and it was experiencing some early growing pains. I wanted to...
View ArticleLife Satisfaction and Economic Growth
You’re probably tired of hearing about the Greek debt crisis, but sometimes it helps to connect the abstract with the concrete—that is, the huge numbers involved with the actual lives of the people...
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