I check my portfolio too often. There, I said it. I do this for a living and I still catch myself pulling up accounts on my phone like it’s a Georgia Bulldogs football score I need to keep track of. It’s not a score. And nothing I see on a random Tuesday afternoon is going…
When was the last time you reviewed your beneficiaries on your retirement accounts and life insurance policies? Most people did it once, when they opened the account, and never thought about it again. Then life changed. Marriage, divorce, kids, whatever. The form didn’t keep up. Here’s why it matters: your beneficiary designations override your will.…
Today I want to talk to you about home improvements and how something like remodeling your bathroom can reduce your tax bill. Weird, right? Redo the landscaping in the backyard and get a reprieve from Uncle Sam. It’s not unusual for me to work with a client that’s seen their home appreciate by 100% or…
How should we judge the success of a financial plan? As a CFP®, my initial instinct is to measure things. I reach for my financial calculator. Withdrawal rates, sequence of returns risk, time value of money, internal rates of return, present and future values. There’s almost no financial question I can’t reduce to a number.…
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