Money Library

The Source for All Things Money

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Our most recent articles and videos.

14 Mar 2017 Time to Give It Away

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?...

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14 Mar 2017 The No-Drama Approach to Personal Finance

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,...

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27 Feb 2017 Loving Your Elderly Parents

We recently interviewed Mr. Farr on our YouTube video series, Swim with Jim, where he told us about adult children who love their parents and want the best for them, coming to see him for advice and counsel. These elderly parents may not have planned...

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07 Feb 2017 Love means My Will is Up to Date

Having worked for two bank trust departments and observed so many complex problems created by the lack of a will, I have always urged clients, friends, and family members to keep their estate planning documents up to date. Those documents include a will, durable power...

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26 Jan 2017 Dow Hits 20,000: Now What?

Hey folks, it’s just a number. It has very little to do with your long-term investment plan. After all, it’s only 30 stocks that are mostly not industrial anymore. The media likes drama. In fact, other parts of our society like drama too. The purpose...

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