Saving

  • Aug232016

    Attention to Detail and Reaching our Destination

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    Pilots have a rule of thumb called the “1-in-60 rule”. Although it has various uses, the ratio’s primary use is…

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  • Aug042016

    Tim Duncan, College Savings, and “The Big Fundamental”

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    Nicknamed “The Big Fundamental”, Tim Duncan’s 19-year NBA career recent came to a close at the end of the 2016…

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  • Jul122016

    ‘Real’ Retirement Plan Advisors Recognize Issues and Take Action

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    Retirement income is a major issue and we need leaders to step up and take responsibility. For decades, retirement saving…

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  • Jun232016

    How to Save Money and Get What You Want

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    Here is an exercise I use with clients to help them save money and accomplish big goals. This exercise is…

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  • Jun202016

    Tax Saving Strategies for Solo and Small Firm Owners

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    Deferring income tax liability from high income tax years to low income tax years while saving for retirement has clear…

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  • May142016

    Stress and Money

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    Managing personal finances is stressful. With so many considerations, either immediate or in the future, it can feel overwhelming and…

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