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Planning to Make Work Optional

Planning to Make Work Optional

I am 45 now, and I love what I do, where I work, and the city I live in.  Yet, I still want to know when I’ll have the freedom to stop working. However, the nest egg target that I keep in my head isn’t synced up to that point in time. It’s my WOFI number, and it arrives much sooner. Here’s what
But My Tenants Are So Nice

But My Tenants Are So Nice

You love your tenants. They always pay their rent on time, rarely complain, and they are super nice. Now for the bad news – that’s probably why you’re undercharging. In the spirit of disclosure, I own no rental properties so I can’t speak from personal experiences, only those of my clients ...
My Credit Cards Are Better Than Yours

My Credit Cards Are Better Than Yours

I’ve finally found my perfect match. I now have 3 credit cards that provide me with an average reward of around 3% cash back because of how I use them. And I no longer have any fear of missing out, or unused cards sitting in a drawer gathering dust. If you buy things, eat, and travel at least a
Getting Stealthy at 63

Getting Stealthy at 63

We start driving at 16, become adults and vote at 18, and can drink once we turn 21. When we’re older, the “milestone” ages become a bit less exciting and more about money. Most of us will tap into our retirement accounts at 59 ½, enroll in Medicare at 65, and start collecting our social ...
The Vitamin C of Finance Lessons

The Vitamin C of Finance Lessons

A longtime client (Carol) shared her concern that it felt like the market was due for a big drop. I smiled and told her that she already knew exactly what I was going to say. Her reply was “tell me again.” It’s the one investment topic an investor can discuss, understand, process, and still ...
The Transformed Investor

The Transformed Investor

My partner noticed that some turbulence on a recent flight was stressing me out (it was). Even though I know the odds of this actually leading to a crash are pretty close to zero, it still makes me uncomfortable every time. So, he said “just think of it as waves in the ocean that you can’t ...