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…
Remembering a Pioneer The Journal of Financial Planning has a long-standing tradition of working with some of the best minds in the profession through the role of Practitioner Editor. In April, we announced that Dave would become the next Practitioner Editor of the award-winning, peer-reviewed…
The ABCs of an HSA With more than one in six dollars of the nation’s income being spent on health care, it is critical that individuals take advantage of the options available to them to pay for these expenses. Consumer-Directed Healthcare (CDH) accounts are the…
Budgeting – Blending, Not Balancing Nothing makes someone’s eyes glaze over faster than talking about “budgeting”. What about the “b-word” makes us squirm? We all understand the math involved, and surely the difficulty isn’t an inability to identify the components of spending. We often feel…
What If You Can’t Work As Long As You Planned? Last week, Dave was quoted in a USA Today article by Robert Powell that reports that one in two Americans who planned on working past age 65 found themselves retiring unexpectedly for various reasons. In…
Dimensional Stories: Empirical Work DFA founder David Booth likes to say, “it’s about ideas,” and we certainly don’t know of another fund company that has been more about ideas than Dimensional Fund Advisors. As Dimensional embarks on it’s 25th year of working with financial advisors…
Expert Spotlight: Dr. Jim McCabe on Authentic Conversations Eldercare expert, Dr. Jim McCabe, recently took some time to reflect on many of the families he has worked with over the years and the challenges they have faced together. One of those challenges, is the ability…
Yeske Buie’s Financial Literacy Program Financial Literacy is a widely under-taught subject matter in the education of today’s youth. Some students can go through their entire education, including college, without some of the most basic financial knowledge required for them to succeed. Yeske Buie has…
Fiduciary Focus: Putting Clients First President Obama has instructed the Department of Labor to develop a new set o rules requiring those who advise plan participants to act as fiduciaries. Anyone acting as a fiduciary is required to put Clients’ interest first. The brokerage world…
Phishing Season is Here As if coming to terms with our annual obligations to Uncle Sam isn’t stressful, tax time is also prime “phishing” season for scammers and identity thieves. As defined by Wikipedia, phishing is an attempt to fool someone into revealing sensitive personal…