Behavioral Finance and Decision Architecture When it comes to financial planning, it can be difficult to stay on the straight and narrow planning path. In the midst of a rapidly changing world, well crafted financial planning policies can serve both planners and their Clients by…
The Present Value of Mindfulness While globalization and technological advancement have afforded us unprecedented levels of connectivity and opportunity, the potential downside to this level of accessibility is the uncountable number of forces competing for our attention at any given moment. Fortunately, there is a…
Social Security: Nixing the Knowledge Gap It is estimated that Social Security has 2,728 different rules and that there are more than 8,000 claiming strategies for married couples alone. As these staggering numbers suggest, Social Security is a complicated topic. As a result, there is…
Who WILL You TRUST with Your Estate? People often wonder when it is appropriate to begin organizing their estate. When it comes to estate planning, there are several strategies to choose from to ensure your assets are distributed according to your wishes and in a…
Saving for Competing Desires: Your Child’s Education vs. Your Retirement As the cost of college continues to rise, so do questions and concerns about how and how much to save without forgetting about our own retirement. Today we share our thoughts on the pros and…
WSJ: Five Bedrock Principles for Investors In a recent article in the Wall Street Journal Five Bedrock Principles for Investors, Morgan Housel reviewed five principles investors can use to maximize the long-term returns from their portfolios. Given the volatility of the markets over the past…
Estate Planning for Digital Assets It is no secret that we are rapidly becoming an ever more paperless society. This doesn’t mean that we are maintaining less “stuff”, however. In fact, I’d be inclined to believe the opposite. With mobile technology a societal norm, we…
A Wall of Worry We wrote about the renewal of the Greek debt crisis a month ago, noting that it was “like deja vu all over again,” mirroring the Greek debt crisis we were writing about back in October of 2011 (Beware of Greeks Bearing…
Healthy Technology Habits Identity protection has never been a hotter topic, and it seems as if securing your identity is growing more challenging by the day. Hackers, phishers, and identity thieves continue to find new ways to cause security breaches and infiltrate peoples’ databases, email,…
Huffington Post: 15 Ways to Retire Early Dave recently gave his thoughts to Lou Carlozo, contributor for the Huffington Post, to help compile a list of 15 major financial and lifestyle moves you can make to help you retire early. When asked about actionable tips…