Near Or Entering Retirement

06 Jul 2017 Investing in the Rear-View Mirror

These days it’s easy to find out what mutual fund or index fund is doing good, performance wise. Providers like Morningstar and Lipper produce ratings for free, or at a nominal cost for more detailed information if you are an investor or potential investor....

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22 Jun 2017 The 7 Best Tips for Travel

Recently I wrote about the 7 biggest mistakes I’m made during travel, mostly international, but not exclusively. This episode will cover the best decisions, in my humble opinion, that I’ve made that greatly contributed to a fun and exciting travel experience and the lack bad...

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30 May 2017 International travel tips

· 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....

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10 May 2017 Doing the Flip: Saver to Retirement Spender

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...

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11 Apr 2017 Privacy anyone?…Not anymore!

‍It has become extremely difficult for consumers to navigate and manage the privacy of their financial and non-financial lives. The world is changing at a fast speed. Technological advancements allow us to have access to information at the tip of our fingers. But those advancements...

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