The Four Horsemen of the Apocalypse

Sounds ominous, doesn’t it. And if you’ve read the last book of the Bible, called the Book of Revelation or the Apocalypse

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Income Planning Mistakes

Today’s thinking is that there is a good chance you could be retired for 30 or more years!

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Growth vs Income

In this article I want to talk about investment mindsets. Specifically the importance of moving away from a “Growth” only mindset to an “Income” mindset with your investments in retirement. Ask yourself the question, “Am I Investing for Growth or Income?”

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It’s Not the First Time, and Won’t Be the Last

I recently read a Bloomberg article called “Mom and Pop Sit Out Rally, With Stock Exposure at Six-Year Low.”

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Financial Resolutions

For most people, it is not hard to come up with ideas for New Year’s resolutions—things like starting an exercise program, eating healthier, reading more books, or getting more sleep. The key is knowing HOW to make those things happen.

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Financial education for kids

When it comes to teaching kids about money, the best piece of advice I can give is… the sooner the better.

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401K Mistakes

Saving in your 401K can be an easy and painless way to build your retirement savings. Because it’s so easy and painless, it can also be ignored for long periods of time, which often leads to mistakes like…

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Ten Little Parallels

When I am trying to find a good topic on which to write, I tend to gravitate to things like “lessons learned” or “lessons I wish I learned” or “lessons people should learn.”

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How to Break Bad Money Habits

Many of us plan thoughtfully for all kinds of life goals. Yet many of us spend impulsively, using our money on the moment rather than saving or investing it for the future.

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Eliminating Unforced Errors

I play tennis and have for many years. I also have a very competitive nature and really hate to lose, especially when I believe I “gave” a match away; that I made too many mistakes.

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