My 10 Favorite Posts from 2014
I wrote quite a few articles this past year. Today I wanted to provide a list of my favorite posts of 2014. All of these are from my blog, The Diligent Advisor, and all are from 2014. Perhaps you missed... Read More →
How Much Money Is Enough?
How much money is enough? Ah, the age-old question about money. I think most of us would answer there’s never enough. I know I never seem to have enough for all the things I want to do. When I consult... Read More →
Think Halloween is Scary? Try Retirement
According to the clients I’ve worked with over the years…plenty. From losing your working income to rising healthcare costs. There’s a lot to make you jump like a teenager watching a scary movie. So what do current and future retirees... Read More →
Retirement Savings Strategies for The Self Employed
When small-business owners ask me how they should save for retirement, I tell them they don’t need to worry about it – if they like the taste of cat food. If they don’t? In that case, I have some strategies.... Read More →
Stop Using Your 401(k) As A Piggy Bank
Did you have a piggy bank as a child? I remember having a piggy bank in my room when I was a kid. You know the kind. It was a pink pig with a cute smile on its face. It... Read More →
Sudden Wealth From A Legal Settlement?
First, let’s define a Life Event. A life event is a significant event that is either expected or a complete surprise that will change your life. It can also come with significant financial changes as well. A legal settlement is... Read More →
Sudden Wealth From The Sale of Your Business?
Sooner or later every business owner wants to retire or just sell his business. For a business owner this is a huge life event. Some are very sure of their decision, while others can be hesitant. They have worked hard... Read More →
Sudden Wealth From A Property Sale?
You just sold it. That piece of property, land, family farm or house that you rent or inherited. You just experienced a Life Event. If you haven’t read any of my previous articles in this series, I’ll answer what is... Read More →
Sudden Wealth from a Life Event?
As a financial advisor, I get more than my share of strange phone calls. Some are real doozies! So when I picked up a recent call, I braced for impact! Some calls are really weird, other times someone is soliciting... Read More →
Delay Retirement, But No Dirty Looks Please
It’s one of the dirtiest looks I get as a financial advisor. Well, maybe not that look. Why would anyone give me the evil eye you ask? I’ve completed a financial plan for an individual or a couple, and we... Read More →