Financial Planning Focus

For most of my professional career — and adult life for that matter — the ability to deftly juggle multiple tasks at once was a skill set I was quite proud of.

We are in the midst of odd times, which become stranger by the day. I have been working from home for about two weeks now with no gym, no sports, and no new faces.

As we all deal with the new reality around the COVID-19 virus, the requirement to maintain “social distancing” has presented scammers with yet more opportunities to take financial advantage of people.

Back in August 2016, I wrote an article in this newsletter about Generation X, my generation.

I have a confession to make. I didn’t save enough to send my daughter to the college of her dreams.

The cost of higher education has been rising at a rapid clip over the past decade, and with it the amount of student debt.

We do pretty much everything online these days. Even if you are resistant to the call of social media, you may still have to interact with digital tools to access your accounts, sign paperwork, and purchase items.

One of the more enjoyable aspects of starting a new year (and new decade), is seeing that year-end to-do list in the trash bin.

I recently attended a retirement party for a friend and colleague. It was a fun affair with family, friends, colleagues, food and champagne.

Spending money is easy when you’re still working. But how about if you are thinking of retiring? A key assumption in any retirement cash flow projection is estimating how much will we spend in our golden years. One approach is