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Talking to Your Elderly Family Members About Fixing Their Portfolios

Talking to Your Elderly Family Members About Fixing Their Portfolios

A client of mine (let's call him Mike) recently showed me his 86-year-old mom's portfolio. Mike's father had handled the investment decisions, so his mother has let the portfolio run on autopilot since he died. Mike and his siblings are concerned about the contents of her nest egg, since 80% of
Mind the (Age) Gap

Mind the (Age) Gap

I could hear the pain in her voice when she shared her biggest concern: not being able to spend more time with her retired, much older spouse because she has to work in order to support their lifestyle. Since they didn’t do any advance planning and weren’t good at saving in their 40s and 50s, ...
Turbo Charge Your 401(k)

Turbo Charge Your 401(k)

If you’re earning a six-figure salary and enrolled in a company 401(k) plan, here’s a “hot investment tip” that could result in significant annual tax savings and a larger future nest egg—and you may not need to save a penny more than you’re saving now. Warning! This article is going to get ...
The “B” Word

The “B” Word

Sometimes I wonder if I’m the only financial planner who hates Budgeting.  I’m a good saver, but I can’t imagine a life where I get an alert three weeks into March telling me that I spent too much on groceries. Don’t get me wrong - many people’s lives have been greatly improved through strict ...
The Great Vacation Home Debate

The Great Vacation Home Debate

There’s exactly one situation where I love vacation homes – when good friends own them. Vacation homes are a lot like kids – you will spend lots of time with them, you won’t regret having them (on most days), and you will drastically underestimate the costs and energy that will be involved.  We
All In or Bust

All In or Bust

So much for beginner’s luck… Less than an hour into my first-ever game of Texas Hold’em I was told that I had no choice but to go “all in” with the last of my poker chips. (The all-in moment is where you put what’s left of your chips into the pot and hope for a winning hand that will keep you ...