A friend called me a few weeks ago wondering if I had time for a personal finance question. I was watching “Shark Tank,” so I was primed for a talk about money! He’s upgrading to a bigger house and needed … Read more
Reflecting on National Save for Retirement Week, my co-workers and I have been thinking a lot about those close to or in retirement. However, we shouldn’t ignore the fact that our advice might actually be more helpful to folks at … Read more
As the holidays approach, I begin to evaluate my clients’ portfolios and look for year-end opportunities. Here’s a list of to ensure that you’re not leaving anything on the table.
- Get more out of tax-loss harvesting.
- Tune up your portfolio
One of the first things a homeowner learns is the importance of inspecting conditions regularly and performing maintenance as needed. All it takes is one leaky sink that, over time, ends up putting a damp hole in your drywall to … Read more
Many of my clients ask me the age-old question of whether they should invest cash all at once or dollar-cost average over time. This decision can have a significant impact, so I’ll lay out some key considerations I review with … Read more
Debbie buried her face in her hands. Through our two-way videoconference, I could clearly see her angst about my recommendation. At several other times in our consultation, she shook her head with a frown.
“I have never—NEVER—made money,” she said, … Read more