• Storm Brewing

    oh, see the storm is threatening…

    oh, see the storm is threatening my very life today if i don’t get some shelter yeah, i’m gonna fade away These lyrics from the famous English rock band say so much. In our business of helping clients with their personal finances, we keep a close eye on our government’s tax policies. We are indeed…
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  • Shoes

    “I did NOT have Three Thousand Pairs of Shoes…”

    “I did NOT have Three Thousand Pairs of Shoes…, I had One Thousand and Sixty” This quote from Imelda Marcos strikes many as one of the pinnacles of opulence in our time. It strikes me as an example of how a person’s “perspective” shapes their world. When it comes to shoes, one person sees 1,060…
    Read More »

  • Jelly Donuts

    Procrastination and a Jelly Doughnut

    You know you shouldn’t, but you do. You procrastinate. It might be a function of too much to do, a bad behavioral habit, or simply a lack of education on what procrastination really costs. Let’s say you pick up a bad dose of poison oak on Saturday and you are flying to the East Coast…
    Read More »

  • 3863871-2-cotton-candy

    Cotton Candy and Chocolate Milk – Yum Yum

    Spring time is amusement park time. As a kid, how fun was it to run into the park, grab some cotton candy and chocolate milk before your parents got your day organized? Then it was off to the rides. A drive around the Autopia, a ride through the Small World, and then to the Matterhorn!…
    Read More »

  • greyscale-drafting

    Ask a Question and be a Fool for a Minute. Don’t Ask and be One for Life.

    Can you answer the four toughest questions in your personal finances? To live the retirement I want: How much do I need to save each year until retirement? How much rate of return do I need to earn on my savings? At what age can I stop working and retire? If my savings fall short,…
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    Blog

oh, see the storm is threatening…

Storm Brewing

oh, see the storm is threatening my very life today if i don't get some shelter yeah, i'm gonna fade away These lyrics from the famous English rock band say so much. In our business of helping clients with their personal finances, we keep a close eye on our government’s tax policies. We are indeed facing a storm of new taxes that are … [Read more...]

“I did NOT have Three Thousand Pairs of Shoes…”

Shoes

"I did NOT have Three Thousand Pairs of Shoes..., I had One Thousand and Sixty" This quote from Imelda Marcos strikes many as one of the pinnacles of opulence in our time. It strikes me as an example of how a person’s “perspective” shapes their world. When it comes to shoes, one person sees 1,060 pairs as a reasonable number until they can find … [Read more...]

Procrastination and a Jelly Doughnut

Jelly Donuts

You know you shouldn’t, but you do. You procrastinate. It might be a function of too much to do, a bad behavioral habit, or simply a lack of education on what procrastination really costs. Let’s say you pick up a bad dose of poison oak on Saturday and you are flying to the East Coast on Tuesday morning. Are you going to put off the doctor’s visit … [Read more...]

Cotton Candy and Chocolate Milk – Yum Yum

3863871-2-cotton-candy

Spring time is amusement park time. As a kid, how fun was it to run into the park, grab some cotton candy and chocolate milk before your parents got your day organized? Then it was off to the rides. A drive around the Autopia, a ride through the Small World, and then to the Matterhorn! We all remember having a great time sprinting as fast as we … [Read more...]

Feeling Financially Anxious? Take one Forecast and Call Me in the Morning.

Money Parachute

This month I wrote about the anxiety many people feel towards their financial future. I shared that most families don’t have much of a plan and worry about things out of ignorance. With a plan in place, a family knows where they stand and what’s reasonable to make things better. While they might not like the look of the numbers, at least the … [Read more...]