Financial Planning:
Thoughts and Commentary
Qualified Charitable Distributions: Tax Free Karma and a strategy for Required Minimum Distributions
What to do during a down market: very little. A Bear Market is scary in name only.
Jackpot or lottery winnings? You’re not rich, at least not right away.
Receiving an inheritance: Three things to consider.
Health Saving Accounts - The best investment vehicle that nobody wants to use.
Financial planning tasks for the bored.
How Financial Planners see Covid-19 and visualize the future
Why the economy and the stock market are not the same thing
What a quarantine tells you about your budget
You Can't 'Win' with a Diversified Portfolio, but Trying to 'Win' is not the Point
In life, one needs to find the happy balance between being frugal and enriching your life.
Three financial futures that may or may not happen. Part 3: Just what the doctor ordered.
Three financial futures that may or may not happen. Part 2: Our children are the future
Three financial futures that may or may not happen. Part I: Knowledge and market volatility
Don't treat your goals like a trophy case
Too Much Information Can Really Test Your Patience
Investing Success or Investing Failure - It's All on You!
Change is Good, but Humans Never Seem to Think So
Seven Investment Tips, Which Provide no Real Reason to Invest
Top Ten Most Important Financial Decisions You'll Make in Your Life