Rob’s Thoughts on Inflation: For my entire 30-year professional career, inflation has never been a factor. I have endured five bear markets, yet the peril of high inflation has not…
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Thoughts on Things on Thursday Inflation is running at 7.5%. What’s your move? Inflation is hitting historic levels meaning this is the kind of stuff you tell your grandchildren about someday. Even…
I have had the opportunity to help many people gain personal financial success over the last quarter decade. It’s been a great ride, and I continue to be inspired by…
Bucket number 3 is money for retirement. This is a bucket we all hope to get started on as soon as possible. Getting started with bucket number 3 at…
Bucket number two is used for intermediate term goals. Intermediate term goals are different and unique, depending on your specific needs. Younger professionals my have an intermediate term goal…
Money we have in bucket number one is for rather near term financial goals. Because of the short horizon to these goals, they should be invested in a safe…
This is the first article in a multi part series centered around a different (and hopefully easier) way to think about your financial goals from an overview perspective. When…
Without a plan it’s easy for things to get out of hand over the holidays. Here are some simple steps you can take to make sure all of your gifts…
At this point, just about everyone seems to be enrolled in a high deductible Health Savings Account (HSA) compatible health plan. The escalating costs of healthcare are astounding. I was…
I have the opportunity to review client spending patterns regularly, and it’s one of the most important exercises in our client process. Very few of us voluntarily want to discuss…
