Income vs. Savings: A Giant Misconception
Steady income or a lump sum of savings? It can be a harder choice than the chicken or the egg.
The Best Interest »
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NVIDIA’s Day in the Sun(flower)
Will NVIDIA stock continue growing forever? Let’s take a garden walk and learn lessons from the sunflowers there.
Ice and Fire and Estate Planning
HBO’s fantasy show “House of the Dragon” shows us how important estate planning can be in our real world.
The Crushing Cost of Conservative Retirement Planning
If you’re not careful, conservative assumptions could lead you to work for decades longer than you need to.
“Why Can’t I Take Social Security Early and Invest It?”
What if you take Social Security at age 62 and achieve amazing investing returns? Does the math work in our favor?
10 Simple “CFP Topics” You Want to Get Right
Despite the complexity of financial planning, many professionals still focus on “common issues” that you should be getting right, too.
Do You Have a “Deeper Yes?”
Looking to make a change in your life or finances? Saying “no” becomes much easier when you have a “deeper yes.”
“When Should I Take Social Security?”
We provide background information on Social Security math and discuss a few common heuristics to help you with your Social Security planning.
The Value of Confidence
Confidence fosters respect and success, while arrogance alienates others and undermines genuine achievement and growth.
Slam Dunk Financial Planning
Slam dunks intentionally forgo the extra point possible in a 3-point shot. Smart financial planning works the same exact way.