Every week I find a few great articles I feel are especially valuable. Following are this week’s best. I hope you find them as useful as I did. This week’s favorites include how to financially support your loved ones, the honeymoon phase of early retirement, real estate and business tax tips, retirement gets easier as … Read more
Every week I find a few great articles I feel are especially valuable. Following are this week’s best. I hope you find them as useful as I did. This week’s favorites include it’s up to you to make retirement great, a realistic look at the stock market crash, can you actually afford private school, 13 … Read more
We are all likely to be faced with deciding what to do with a financial windfall, and for many of us it may happen several times. For some it will be a small windfall like getting a tax refund you weren’t expecting or a yearend bonus. For others it could be a big windfall like … Read more
I recently gave a lecture in which I asked the question, “Do You Choose Money Over Family?” Of course, everyone would answer with a resounding no. No one would ever admit to choosing money over family. Yet isn’t that exactly what we do when we choose to moonlight? Or work extra shifts? That statement will … Read more
The amount you spend on your house is possibly the most important factor in achieving financial independence and happiness in life. Overspending on the house will leave you with such a big housing bill that you will not have enough money to do all the other things you want to do. This mistake can take … Read more
Feeling like they have not saved enough for a comfortable retirement is a common theme with my financial makeover coaching clients. If this is what you are feeling, you are not alone. It doesn’t matter if you make $100,000 or $800,000 a year, saving for retirement is a deliberate move. If you don’t make the … Read more
People are surprised when they learn we have maintained a debt free household for the last twenty years. For many, they realize for the first time, that being debt free is possible. Others think they could never become debt free as their total debt seems overwhelming. When we first heard the concept of living debt … Read more
I attended medical school on a Navy scholarship. One of their requirements was to be on active-duty for six weeks every year. I was a flight surgeon at Camp Pendleton in Southern California for one of those stents. Many days I walked into the flight briefing room to look at the assignment board. On that … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include investing for seven generations, are real estate tax advantages going away under Biden, why good savers … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include teaching kids to invest, budgeting myths that hurt your finances, seven daily habits that create wealth, … Read more
