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
As you move toward any investing goal, including college, it’s important to have the appropriate mix of assets and risk level during each stage you go through.
I’m in the earliest stage myself, saving for my son, who’s about to … Read more
My daughter Morgan likes to play Life, the classic board game that takes you from college to family to retirement with several spins of a wheel. At one point, all players must stop their colored car tokens at a fork … Read more
Despite having been in this profession for almost 20 years, being in my 40s has given me a new perspective on the importance of estate planning as my friends and I make our way through life—marriages end, loved ones get … Read more
I grew up in a sailing family, and the first thing we were taught was that the wind was both an ally and an adversary. Like investing, having the wind at your back is both a comfortable and an expeditious … Read more
Money. Other than your family, your health, and your career, it doesn’t get much more personal than your finances. And as we all know, beyond how money matters intersect our daily lives, it’s the big stuff that can overwhelm us … Read more