Simplify your finances and think differently about your next life chapter.
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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
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 ...
Ever heard the story of the guy who burned through an entire fortune worth $150 million and still has debts to pay? If only Cher could have delivered a 2nd smack on the cheek of Nicolas Cage and another “snap out of it!” maybe things would be different. One thing that’s certain with those who ...
If you’re a baby boomer who is about to shift from being a saver to a spender, you have at least one thing on your mind: “Is this market rally going to turn into a market correction the day after I slice into my retirement cake?” It’s the perfect storm for retirees. So am I saying a recession ...
Baby boomers who are in the final decade of their high-income years might want to stop using their credit cards and checkbook to give to charity. There’s a better way to be generous and reduce your taxes at the same time – the donor advised fund (DAF). DAF – How it Works You move cash or
If the home-owning MINK (more income, no kids) community really wants more income, they may want to start by increasing their debt. Yep, that’s what I said. Almost every semi-retired baby boomer I work with informs me that they are on track to paying off their mortgage right about the time they