by Barrett Porter | Children, Estate Planning, Retirement
We will discuss the succession after I am wearing the crown….You’ve been thinking about my death quite a bit. ~ Queen Daenerys Targaryen. In a recent episode of Game of Thrones (spoiler alert) when one of my favorite characters, Daenerys, was about to... 
by Barrett Porter | Children, Retirement
My Friend’s Addiction My 55-year-old friend, John, just came clean about an addiction – He watches CNBC every weekday morning for about 2 hours. By my count, if John’s habit started 10 years ago, he’s logged more than 5,000 hours listening to talking heads argue about... 
by Barrett Porter | Children, Retirement
Live with a Lot, Die with a Little Many of you have heard about the dual-income-no-kids (DINK) community. There is a growing population, gay and straight, single and married, who are opting to have a child-free life (except the occasional visits to our favorite nieces... 
by Barrett Porter | Children, Retirement
The advice I was giving to my 48-year-old client (let’s call him Joe) about the dangers of having half of his total investment portfolio in one stock was starting to feel like nagging. Joe had every intention of selling once it reached his desired price point.... 