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Do you need disability insurance if you’re nearing retirement age? Like most financial planning questions, there is no single answer for every situation. Whether or not you need disability insurance near retirement depends on a…
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Recently, we were working with a client entering retirement. We were helping with her long-term financial plan and she had big (read: expensive) plans. For her golden years, she dreamed of a six-figure remodel on her…
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Remember that famous Jerry Seinfeld joke about public speaking? He references a study that said people are more fearful of speaking in front of a crowd than death. If true, it means the average person…
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At the tail end of 2017, I signed up for my first only Brazilian jiu-jitsu tournament. In an effort to be competitive, I set a goal: lose 10 lbs. (This is because you compete by weight…
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Donor-advised funds have become increasingly popular given the new tax laws in 2018. They have also become one of our favorite tax savings tips that continues to fly under the radar: Today, we are going…
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529 college savings plans are important. But, they are not the most important thing new parents need to be thinking about. Speaking of new parents, it seems like everyone in my life is having kids. This includes:…
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Consider this: You’re on vacation with your family at Lake Titicaca. It’s hot out. So, you decide to jump in the lake. But, before you do, you spot a sign. The sign reads: Caution! Giant…
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Recently, we completed a financial plan for a young professional (we’ll call him Adam). I’m happy to say that Adam was on a good track. He was maxing out his 401(k) each year and held…
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