Why I Work for You, and Not the Other Way Around
If you’re a client, you know you matter. We have a relationship. We talk about our families. You matter.
In an industry where mega-investment-firms are...
How to Hire Investment Counsel: This is the Way
Real quick. You’re interested in hiring a financial advisor—one who’s held to a fiduciary standard by law, not some silly suitability one. You know...
Why Your Retirement Survival is No Easy Task
You know how I feel about keeping what you’ve made and perhaps working a side hustle.
You Owe it to Yourself to Continue Doing...
Is Your “Wealth” Manager Lending out Your Cash and Charging You 2%?
Is your broker making money lending out your cash? Because in times like these, banks are making money any which way they can. Thankfully...
“I’m a Plodder,” A Prospective Client Told Me Yesterday
“I’m a plodder,” a prospective client told me yesterday. “I like what you wrote last week, I read your stuff.”
“Thank you,” I said. “Plodders...
At Age 90, He’s Compounding Some Big Numbers
In speaking with a prospective client over the last couple of weeks, I’m here to tell you, the key to his success is TIME....
Don’t Sweat It When She Asks, “Do We Have Anything to Watch Tonight?”
OK, we all know the real battle in your day begins when one of you asks, “Do we have anything to watch tonight?” Your...
The Big Reward for Delaying Social Security
In The Wall Street Journal, David Blanchett explains the rewards retirees will reap by delaying their Social Security payments. He writes:
Many people worry about...
When Isn’t Money Tight? Read More to Find Out
If you’re like most investors I speak with, you’ve put in your time. You’re in retirement or well along the road to planning for...
“Five Decades Later Writing to You from Old Town, Key West”-Dick Young
“Well, writing to you now, five decades later, from our outside kitchen/living space in the heart of Old Town, Key West, I can’t help...