Power of Donor Advised Funds

Should I Start a Donor-Advised Fund?

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It seems like everyone these days has started a foundation. There’s a reason for that. It’s easier than ever to create one and there are many incentives to go down that path, even with smaller amounts of money. The reason… Continue reading

 
a group of old friends singing, dancing, and playing guitar together

3 Questions Your Advisor Should Ask About Aging

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When we’re young, retirement can feel like a far-off concept, more fantasy than reality. It’s in our middle years that the reality of aging and approaching retirement starts to hit home. By “home,” I mean your actual home, if you… Continue reading

 
What to Do with Inherited Money in a Volatile Market

What to Do with Inherited Money in a Volatile Market

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The late John Bogle, the founder of Vanguard and for many decades the strongest proponent of common sense investing, had a wonderful way with words. By turning a phrase inside out he could change one’s perspective completely.  During challenging markets… Continue reading

 
Buying a House with Cash - Pros and Cons

Buying a House with Cash: Pros and Cons

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Traditional home buyers should think through the implications of buying a house with cash and fully understand the long-term effects of such a decision. Today’s housing market clearly has buyers coming to the bargaining table with an offer that’s hard… Continue reading

 
A retired couple enjoying the sunset while on a boat

Make Sure Your Money Lasts Through Retirement

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Thousands of people retire every day, either stepping away from long-term careers or downshifting into either full retirement, a second act that pays less, perhaps a fledgling business idea, or a passion project that pays nothing at all. Retirement is… Continue reading

 
Deciding when to retire during inflation can be scary

Help! I’m About to Retire and Inflation Scares Me

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Picking a date to retire is a big decision, even in the best of times. What does one do in an environment of rapidly rising inflationary pressures? After all, being retired means living on an income that is likely to… Continue reading

 
six orange concrete steps leading toward the upper right corner to a glowing dollar sign

Six Steps to Building an Effective Financial Plan

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A goal is a dream with a plan and a deadline, as the saying goes. So what does your dream of retirement life look like, and I mean really look like? Making a commitment to your retirement goals requires getting… Continue reading

 
sign with "retirement ahead" written on it

5 Practical Steps Toward a Secure Retirement

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Back in 2006, a couple of U.S. Senators took it upon themselves to create a national retirement security awareness week, set for the third week in October. As you can imagine, the intervening twists and turns in the stock market… Continue reading