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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 ...
Getting Lumpy With Your Giving

Getting Lumpy With Your Giving

Susan and Lisa are a charitably-inclined married couple with a recently paid-off home.  They will soon file a tax return and then make sad faces when they realize they can’t write off their sizable contributions to their favorite nonprofit because of changes in the tax law…unless they do this ...
The Infrequent-Driver Discount

The Infrequent-Driver Discount

Thanks to trains, scooters, and bikes, my car now sits in the garage 99% of the time. So, when a friend told me about an auto insurance carrier that charges by the mile, I figured it was a no-brainer for me to make the switch. As it turns out, it was. While I don’t drive often or far, I love
We Married for the Money

We Married for the Money

Ray and Reynaldo are an older couple who got used to a life where marriage wasn’t an option.  They had their version of a ceremony and did some planning to ensure their goals would be achieved many years ago, and no one got down on one knee once it became legal for same-sex couples to marry. ...