April 2021

What’s Your Money Story?

“Every person who doesn’t have enough money has a money story.” Michael Stein M.D. recently wrote a book appropriately titled Broke. Detailing his experiences working with impoverished clients within his medical practice. Not surprisingly, their health is sabotaged by their various financial predicaments. Not having their own financial planner commiserate with Dr. Stein emerges as their…

Alone I Keep The Wolves At Bay…..When Is My Retirement?

The world is opening up. Don’t miss the great times ahead.  Make funding bucket list vacations part of your retirement plans. Read this week’s terrific links and help turn your dreams into reality. Too many Americans underspend during retirement. Abnormal Returns Before saving for retirement, make sure you set up an emergency fund. A Wealth…

Ten Facts You Need To Know About Financing College

Making a major purchase without transparent information is an accident waiting to happen. Most parents are flying blind regarding the college admissions process. Like any other business, maximizing revenue takes precedence. In this case, your child is the product. Before plunking down a quarter of a million dollars or more, it’s important to know these…

My Spirit Gets So Down-Hearted Sometimes…..When Is My Retirement?

Baseball is back. Games often become 4 hour+ marathons. Retirement is longer and no game.  Your plan may need to last for 30 years +. Start your season by reading this week’s terrific links.   How much should you worry about inflation in retirement? Morningstar How can you make up for lost ground in your…