When It Comes to Your Money, Does the Truth Hurt?

“We’ve been arguing about this for year, and here we are in our 50’s. It’s time to stop!” Laura said empathically. Paul’s downcast eyes and silence spoke volumes. Laura continued, “We’ve worked with several advisors who have tried to help us invest our money in a sensible way. Then whenever the market goes down, Paul… Continue reading>

Don’t Have A Retirement Plan Yet? Here’s Where To Start

When it comes to retirement and planning, I’ve heard them all: “I love what I do. I can’t imagine doing anything else.” “I’ll never have enough money to retire, so I’ll work until I die.” “I have no hobbies, so I might as well work.” “I’d be bored outta my skull if I didn’t work.”… Continue reading>

The Dow Jones Hit 20,000. Now What?

The Dow Jones Industrial Average hit 20,000. The aftermath was a barrage of media stories—some encouraging, others less optimistic. The positive stories prompted investors to buy more equities in expectation of more future gain; the cynics foretold the forthcoming correction with a warning: Get out of stocks. The one common theme all the articles share… Continue reading>

Dealing with Financial Woes During Life Transitions

Life transitions bring change, challenges and the possibility of transformation. Transitions come about in many ways: the birth of a child, loss of a job, retirement, prolonged illness or death of a loved one, to name a few.  Each transition presents an opportunity for growth, resilience and a broadening of personal capacity.  But it all… Continue reading>

Three Steps to Improving Your Financial Life—Even Though It’s Summer

    Yeah, it’s hot. It’s also humid, and the air conditioner is fighting like a gladiator with temperatures kissing triple digits. Thoughts of cold drinks, hammocks, or beach chairs swim in your head. The summer is flying by, and the inevitable reality of the autumn is approaching when you’ll get back to thinking about… Continue reading>

How To Ignore Fear-Mongering Headlines (And Still Sleep At Night)

Take a look at any financial website, newsletter or magazine and you will undoubtedly find stories warning you about the Chinese economy, the Fed’s interest rate policies, the impact of the U.S. presidential election, global oil markets, forecast corporate profits and market volatility. But none of these stories—while interesting to read and ponder—is worthy of… Continue reading>