Travel can be expensive, can’t it? Just go online to Expedia.com or some similar website and see what it costs to visit Niagara Falls, NY if you live in Southern California. Or even travel to Orvieto, Italy where I’m writing this blog now from Las...
June is a good month to plan travel at the last minute. For me, I’m usually planning summer travel around the Christmas holidays. Making plans at the last minute offers you the benefit of seeing last minute flight and hotel promotions, but it can lead...
· Obtain or renew your passport way in advance. At least three months in advance. · Obtain or confirm that the two credit cards you will take with you do not charge currency transaction fees....
It’s that time of year for high school and college graduates - a new phase awaits. It’s called a job. Transition to the workplace is one of the most difficult tasks many high school and college graduates face this time of year....
One of the biggest transitions in life is to go from worker to retiree, or from saver to spender (call it decumulation or spend downer if you like). Today I’m addressing an issue faced by those who have managed to save through most or all...
Recently, I’ve been helping two relatives since I’m the family member closest to them with both financial skills and healthcare experience (retired hospital administrator married to a retired nurse). Both relatives exhibit signs of incapacity with diminished functioning on some level. So now I must...
The correction is coming, the correction is coming. Do I sound like Paul Revere announcing the British? Well, yes, that’s my intention. Now I wrote this same introduction three years ago. Not much has changed. I am saying the same thing:...
We are in the goal business. Helping people define, refine and achieve their financial goals. What does it take to achieve and surpass financial goals?...
Have you looked at the holdings in your individual or joint brokerage accounts lately? Do you see lots of gains as you look through the portfolio of your taxable accounts? Would you like to avoid recognizing those capital gains and save on your taxes too?...
Our daily lives are constantly bombarded with drama, courtesy of the media. Drama, in headlines, stories and videos, gets attention and helps content creators get their message across in a cluttered media landscape. As a financial blogger, I confess that I’ve attempted to do that, too,...
Your money should make money for you when you sleep, even in your savings account.
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