My family and I just returned from a trip to Johns Hopkins Medical Center, a journey we’ve made three times over the last two years as we’ve tried to get a handle on why Emily hasn’t been feeling well. During our last visit the...
The New York Times ran an article a couple of weeks ago entitled "How E-Commerce Sites Manipulate You Into Buying Things You May Not Want," which was full of the sort of depressing and sometimes disturbing data privacy-related information that you may have grown accustomed...
One of the major goals we often help clients plan for is financial independence. Imagine the freedom of knowing you do not have to work. You would be free to start the company you have always dreamed of, serve an organization you are...
Some 243 years ago the United States of America became a sovereign nation simply by declaring it, knowing all too well that the prospects of achieving it against the will of the most powerful nation on earth were infinitesimal. The men who signed that now-famous...
There is a bill working its way through Congress that could impact every retirement saver and, potentially, their heirs. The Setting Every Community Up for Retirement Enhancement (SECURE) Act has four important provisions that you should be aware of: It increases the Required Minimum Distribution (RMD)...
"The greatest show on television is Survivor," is an opinion I hold dearly and would be happy to share with you, but anyway here's an interesting tidbit about the game: Since the year 2000 when the show debuted in the U.S., the prize for the winner...
What if I asked you to rate your financial well-being on a scale of 1 to 10 -- 1 being poor and 10 being excellent. How would you answer? Perhaps it would be helpful if we made an effort to first define financial...
How often do you ask yourself, 'why didn't I do this sooner?' We love to drive when our car is clean. Work seems more enjoyable when our work space is neat and orderly. Our homes were never so delightful to live in until putting them...
As Jack reminds me almost daily, next week is his last in kindergarten which means summer is just around the corner. Soon we’ll all be packing our bags and heading to the beach (or elsewhere) for a vacation. As I was thinking about my family's...
Now that the 2018 tax season is over (unless you extended, but you know what I mean), we've gotten through our first official tax year of higher standard deductions, which, among other things, means for most people the relative value of each dollar given to charity has gone down...
