Charitable Giving
When you give $100 to your favorite charity, you are probably not overly concerned about how your donation is spent, as long as it advances the mission of the charity. On the other hand, if you are making a large […]
Warren Buffett’s Approach
We’ve all heard about Warren Buffett, the 87-year-old multibillionaire known for his friendly demeanor, modest style of living in Omaha, and remarkable ability to create wealth. How does he make so much money? How does Warren and his long-time associate, […]
Mutual Fund Fees
Many mutual fund companies display their performance figures prominently, but they may take a low-key approach when it comes to fees. Generally, when funds are doing well and returns are strong, investors tend to overlook the fees charged by mutual […]
Early Bird, No Worm
Early Retirement Sounds Good But is It? Have you ever reviewed your pay stub and entertained thoughts of taking an early retirement? Suppose you are age 55 and could take home 60% of your pay if you were to retire […]
Financial Plan for the Worst
Unfortunately this has come up a few times in the last 6 months for clients. So I wanted to write a post to remind you to get your financial house in order. Suppose, during the middle of the workday, you […]
