Homeschooling Tips from a Family with 20-Plus Years of Experience
As the parents of six boys, all of whom we homeschooled from grade school until high school, my wife and I know a thing or two about teaching kids at home. Those who have always sent their kids to public or private schools got a taste of what homeschooling would be...
Is This the Time to Consider a Roth Conversion?
Is This the Time to Consider a Roth Conversion? We’re all facing struggles right now related to the global pandemic. Some are trying to figure out how to co-work from home with a partner without driving each other crazy. Others have been furloughed or are experiencing...
How Couples Can Work From Home Without Driving Each Other Crazy
Are you working from home like millions of other Americans during the pandemic? Having a home office can be stressful enough on its own, but the stress becomes even more pronounced if your spouse or partner is also working from your house. No matter how well you...
The CARES Act and How It Will Affect You as an Individual
The Coronavirus Aid, Relief, and Economic Security Act has been passed in an effort to assist individuals, families, and businesses who have been financially impacted by Covid-19. This is a landmark act with many different moving parts, and it can be difficult to...
What is a Fiduciary and Why Does it Matter?
Does your advisor use the “f” word? You’ve probably heard the “f” word many times, but the “f” word I’m talking about probably isn’t the one you were expecting. I’m referring to the word “fiduciary”, and it’s key to your relationship with your financial advisor....
How Your Financial Advisor Can Help You Grow Instead of Mold
Most people are familiar with the quote “When you stop growing you start dying” by influential author William S. Burroughs. This is a quote that I’ve lived my life by, though I tend to tweak it a bit and switch out ‘dying’ with ‘molding’. When you’re not constantly...
How to Tell Your Financial Planner It’s Over
We’ve all experienced that awful feeling of knowing we’re in the wrong relationship and that we need to end it as soon as possible. Though most of us have been in that position in a romantic relationship, it can be just as difficult to go through this with a...
How Emotional Agility Can Make You a Better Investor
As the Buddha once said, the only constant in life is change. Change can be incredibly hard for many people as they cling to outcomes they wish would come to pass or they long for the past that is no longer a reality. Resisting change is a form of control, and as with...
How Your Financial Advisor Can Help You Resolve Family Discord
If you’ve read enough of my blogs, you’ll know that I have a deep conviction that a good financial advisor should be much more than just someone who helps you decide which stocks to pick or how much money you should be saving a month. The best advisors act as mentors...
How Investors Can Determine What Legacy They Want to Leave
How often do you think of the legacy you want to leave once you move on from this world? For those who are older, it doesn’t seem like an odd question as they may be reaching retirement age and are starting to think about where their money will go when they’re gone....
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