What a year. Coronavirus. According to Johns Hopkins, COVID-19 has now infected some 12 million Americans and claimed more than 250,000 lives.  Race issues. Around the same time the coronavirus began spreading across the U.S., the death of George Floyd in Milwaukee triggered nationwide protests (some violent) over issues of race and policing practices.  Hurricanes. …

Thanksgiving Lessons in 2020 Read More »

“Do you want to retire one day?” That’s a question I ask new clients. The answers I get are fairly predictable. Older workers or people with jobs they hate say, “You bet! How about yesterday?!”  People who enjoy their work say things like, “I might want to slow down one day, but I can’t imagine …

Retire to What? Read More »

Why would anyone pay for an oil change?  Call me a weenie (and many do), but I don’t do my own oil changes. I know real men do, but I just don’t.  I used to go to one of those places that made you wait in their lobby, where you read dated issues of People …

Maintenance Always Costs Less Read More »

“I have an opportunity…” I can’t tell you how any of my client conversations start with that statement. “I have an opportunity to…buy into a business…buy some land…buy a house I’ve had my eye on for a long time.” Always these opportunities come with a timeline.  “I need to give them an answer…by tomorrow…by the …

Is It Urgent or Important? Read More »

$37 million. That’s how much the Los Angeles Lakers paid LeBron James to lead them to their 17th NBA championship. Along the way he earned the championship MVP title as the Lakers celebrated their title in front of…well, nobody. Weird year. Was it worth it for the Lakers? Having not won an NBA championship since …

Lowest Price or Highest Value? Read More »

How much of your life is in your control? Probably a lot less than you think. But how you respond to this uncomfortable reality can have a huge impact on your financial health. Think for a moment about all you actually control. Did you, for example, determine the parents you have or where you would …

The Truth About Financial Control Read More »