When Retirement fails
I opened up my Wall Street Journal a few years ago and was startled to see a friend of mine pictured sitting on a Harley Davidson. The story was on […]
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Money and Happiness
timeless money wisdom
A Word to the Wise is Enough -Poor Richard I love the pithy sayings of Benjamin Franklin. Using the pseudonym of “Poor Richard,” Franklin published his Almanack from 1733 to
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Real estate gone wild
There is something very emotional about how we think about the value of our own home compared to other investments. Conversations like the one my wife and I had a
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the case for children
I hit the “Pay Now” button this week on what I believe will be the last of 20-years of paying college tuition bills! Whew! Five kids, four years of college
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BEst reads in 2020
Not everything about 2020 has been bad. As I look back on this year of self-quarantine madness, I see that I was able to get in more reading of quality
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Never waste a pandemic
“It was the most stressful time of my career, but also the most rewarding!” I’ve heard this comment, or some version of it, from many bankers over the past few
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The Jedi view of money and the dark side
“Capitalism might be the root of our racial problem in this country,” said the lady on the phone a couple of weeks ago. She was leading a diversity training program
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Teach the Children Well
I’m not much of a bartender. But when my wife and I hosted an art show in Missoula for a friend, I got the chance to serve wine while meeting
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Don’t Forget these critical retirement risks
Research shows retirees misjudge the risks in retirement. Here are the facts and how to deal with them for a successful retirement.
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The Great transition: From creating wealth to preserving it
Have you ever noticed that the skills and actions that can get you to a place where you can retire from full time paid employment are quite different from the
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