College Savings / 529 Plan Check-In

Our son’s J-Term from college ended yesterday. He’s been out of the classroom since just before Christmas and will be starting his Spring semester today. It’s hard to believe the he’ll be finishing his Junior year in a few months and he has already started to interview for summer internships. I thought this might be a good time to look back on how the 15 … Continue reading College Savings / 529 Plan Check-In

Holiday Book Suggestions for FIRE Enthusiasts

It’s just a couple weeks to Christmas, so I thought I would send out a quick link to reviews I previously wrote on helpful personal finance books. If you know someone interested in FIRE (financial independence & retiring early), I highly recommend any of these books: Making The Most Of Your Money, Jane Bryant Quinn The Millionaire Next Door, Thomas Stanley & William Danko Affluenza, … Continue reading Holiday Book Suggestions for FIRE Enthusiasts

Getting Your Eyes On The Prize

I just came across a couple interesting articles about envisioning your early retirement and saving for early retirement and how those two things relate to each other. The first article, from MoneyWatch relates the top ten words that MIT researchers heard from people when they think about “life after their work careers”. They are pretty fun words that do a good job of describing the … Continue reading Getting Your Eyes On The Prize

Mid-Term Elections – Plan For More Inflation?

The economy is performing about as well as one could hope at this point in time, but you wouldn’t know it to watch political ads on TV.  Despite quarterly GDP growth reaching 4%, the S&P 500 up +30% over the last two years, the unemployment rate at 3.9%, and consumer confidence approaching all-time highs – every political ad is full of gloom & doom. Despite … Continue reading Mid-Term Elections – Plan For More Inflation?

Achieve The American Dream In Just Three Simple Steps?

Perhaps because it is a midterm election year, the media is filled with stories about the “Death of the American Dream”.  This is a popular political narrative that both major parties love to play on – and play against each other.  Vilifying the other party for “ruining America” has long grown tiresome to me, but politicians must see some utility in playing it out election-after-election. … Continue reading Achieve The American Dream In Just Three Simple Steps?

Living Trusts – Leaving on a Good Note

It happened again.  A beloved & wealthy performer – this time, Aretha Franklin – passes away without a will or trust to protect her family & fortune.  The same thing happened with Prince a few years ago and his $200 million dollar estate continues to be caught up in court proceedings and will be significantly eaten away by inheritance taxes and lawyers fees.  Not a … Continue reading Living Trusts – Leaving on a Good Note