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The 5 Retirement Planning Mistakes Smart Couples Still Make (And How to Avoid Them)
Even smart, successful couples can make retirement planning mistakes — especially when life is busy and retirement still feels like it is years away.
Apr 254 min read


The Real Policy Mistake Investors Should Avoid in a Bear Market
If you’re like most investors, you’ve probably been watching the market decline and wondering: “How bad can this get?”
Apr 174 min read


Lessons from Warren Buffett’s Annual Letter 2024 Edition: Part 3
If you’re a frequent reader of Buffett, you’ll know that he’s not shy about his appreciation for America. That appreciation remains.
Mar 284 min read


Lessons from Warren Buffett’s Annual Letter 2024 Edition: Part 2
Yes, equity markets can be volatile and scary at times. This is why we need to have a strategic plan for our capital.
Mar 174 min read


Lessons from Warren Buffett’s Annual Letter 2024 Edition: Part 1
When you invest, you need to think like an owner. Here are some snippets of Buffett’s ownership thinking.
Mar 34 min read


The "Right" Time for Retirement Planning is Now
I have had 1000s of conversations about retirement and retirement income planning. Here are a few things I can confidently tell you...
Jan 303 min read


Escape Velocity: Inflation and Taxes in Retirement
If we want to grow our purchasing power over time and not just maintain it, we have to invest accordingly.
Jan 196 min read


Finding Balance: How Much Is Enough?
One of the most crucial financial questions we face is determining what enough means for us personally.
Nov 21, 20244 min read


Now That We Know
America took a deep breath this week. Some exhaled in relief. Others may still be holding their breath in disbelief. It doesn’t matter where
Nov 8, 20249 min read


2nd Order Effects
If our debt and deficit spending are allowed to go unchecked, what might be some of the 2nd order effects?
Sep 24, 20246 min read
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