October 23, 2019

In a letter to Jean-Baptiste Leroy, Benjamin Franklin quipped that "in this world nothing can be said to be certain, except death and taxes." While this may be true (subject for another post), we oftentimes act and plan as if there is nothing we can do about it, partic...

February 22, 2019

Are you rich?  Well it depends on the context of your question.  Are you asking with respect to wealth, health, relationships, talents, time, spirituality?  Today, I am asking you about your wealth.  How rich are you?  There is no objective measure that can provide tha...

December 27, 2018

When it comes to personal financial planning, we don't like to use the "L" word.  This is true whether we are providers (planners) or consumers.  The "L" word has gotten such a bad rap in the media and by financial planners alike, that by nature we just don't want to t...

September 9, 2018

If someone were to ask you to identify the characteristics of what you would consider your ideal investment, what would they be?  Perhaps that list would look something like this.

1. Safe

2. Good return

3. Liquid

4. Tax free

5. Uncomplicated

Let's break those down a bit more...

June 14, 2018

Ask almost anyone and they will say that a 15 yr mortgage is better than a 30 yr mortgage.  It seems to be conventional wisdom.  In fact, conventional wisdom would tell us to take out a mortgage for as short a term as possible and pay cash for your home if you can.  Th...

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