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Oh Behave!

Oh Behave!

On a recent vacation to New Zealand, my Kiwi friend Martin told me about his father, Frank, an elderly man who, over his lifetime, owned 26 pieces of real estate. I figured Frank would be sitting pretty now, either living off 1) the income and principal of a huge investment portfolio that holds
Sympathy for the Apple

Sympathy for the Apple

My colleagues cringe every time I update them on the price of an individual stock (no, not Apple) that I bought last year.  Why? Is it because they don’t like the company? No, I’m quite confident most of my colleagues like their product. Are they jealous that it’s performed well? Haters gonna ...
3 Cool Ways to Give before 2013

3 Cool Ways to Give before 2013

I know, I know - yet another “year-end tips” article. But mine will be short and sweet. I promise. Here are my 3 favorite ways to have an awesome impact on someone else’s life. The only rub - you may need to act fast if you like the idea of paying less taxes. (more…)
Pay Now, Care Later

Pay Now, Care Later

Chutes and Ladders was always one of my favorite childhood board games. Even if you had a devastating setback, you could at least enjoy the fun little slide, and then quickly find a ladder and climb back up. If there was a financial planning board game (so fun!) the slide would be your future ...
The Same Old New Normal

The Same Old New Normal

A few weeks ago, I read about some Republicans who were panicking at the idea of an Obama re-election and wondering if they should convert their investments to cash. The same week, a client asked me if he should get out of the market because he was concerned that a Mitt Romney presidency would ...
This Just In on Your 401(k)

This Just In on Your 401(k)

In a previous post (Occupy 401k), I discussed why you should be more angry about hidden 401(k) fees than a $5 monthly ATM fee. Well, check your 3rd quarter 401(k) statement, and you might find some new treats in it. The Dept of Labor finally stepped it up, and 401(k) plans are now having to ...