“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 Best Interest »
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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.
Good Company, Bad Stock
We must fight against our internal investing logic that says, “It’s a good company – it must be a good stock!”
When *Not* To Rebalance?
Rebalancing is an important part of portfolio management. But we need to understand if it’s always necessary…
An Offer You Can’t Refuse
When investments are too guaranteed, their returns (quite literally) must be small. This is a fundamental truth of investing.
Danny Kahneman’s Best Idea
We need to face reality. You’re in trouble if losses cause you to overreact or make big mistakes at the worst possible moments.
Valuing Social Security as an Asset in Your Retirement Plan
People make a huge mistake when they overlook the amazing value that Social Security plays in a long-term retirement plan.
50 Shades of Passive Investing
The problem I want to highlight today is the investor who thinks, “I’m all passive, therefore I’m all set.”
Financial Flexibility
My friend’s daughter (~21 years old) just bought her first car. It was a big financial move, and she had lots of options. For better… Read More »Financial Flexibility