The "Early" Retirement
When it comes to planning one’s retirement, everything is relative. To say someone is retiring “early,” requires some...
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Risk: Are We Speaking the Same Language?
I’m the son of a middle school English teacher. He recently shared with me this exercise he does with his kids. He...
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The “Good Guys” vs. “Bad Guys” Fiduciary Rule
It’s now law. More financial professionals are going to have to act in their customer’s best interest. For those of you...
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Leaving an Inheritance to Kids
Recently I wrote about managing sudden wealth – namely, an inheritance. While not everyone will be the heir to a sizable...
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Managing an Inheritance
Financial plans tend to change when a client receives an inheritance. For some, they knew the passing of a loved one...
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Spring Cleaning
It’s been almost 7 years now that I’ve known a very sweet lady I’ll call Anna. I met her through the most unfortunate of...
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Three Options for Market Volatility
I’m not a perfectionist. But I certainly do try to get things right the first time. So it’s upsetting when things don’t...
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New Year's Resolution: Stay Committed to Diversification
Pick any network, scholar, professional or textbook. When they talk about the most common and fundamental approach to...
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We Need "Unplugging" Vacations
I read an article last week that states “24 percent of workers check work email during activities with family and...
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Financial Planning with Illiquid Assets
One gauge of financial success is monitoring net worth, which isn’t always easy to do. Not many people know the value of...
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Tax Free 401(k) Withdrawals? Maybe…
No, this isn’t a political prediction on who’s going to win the White House and what they might say about your taxes...
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Happy Birthday Kutztown!
The Kutztown Bicentennial Celebration is this week. It’s the 200th birthday of the place I grew up and now make the home...
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