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
Tag Archives: Personal finance
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
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
A recurring theme jumping out at me from news headlines is that millennials are shying away from the stock market, setting them up for long-term failure as they invest for retirement. For example, just recently, I read about a survey … Read more
April 15 is approaching, and once you’ve sorted through your W-2s and 1099s to complete your tax return, take a close look at the income section on your Form 1040. How much investment income did you report? A lot?
If … Read more
I first learned about risk from the collected works of Stephen King. “Risk” hid in the closet. It lurked beneath my bed. If I pulled the covers over my head and slept with a baseball bat, I could manage it.… Read more