Updates
June’s Financial To-Dos
Based on Morningstar’s Financial To-Do List, we’re offering a few tasks each month for tackling what can seem like an overwhelming task: getting or keeping your financial house in order.
A seemin…
Why we’re not talking to our kids about college
For several years now, I have observed too many parents have an ongoing dialogue with their high school student about college — about everything except for the price tag. They take their kids for ca…
May’s Financial To-Dos
Based on Morningstar’s Financial To-Do List, we’re offering a few tasks each month for tackling what can seem like an overwhelming task: getting or keeping your financial house in order.
A seemin…
Why we don’t recommend retirement
Many of us have a fairytale picture of retirement. No more work! A life of leisure! But here’s a startling statistic: in spite of their newfound freedom, retirees spend an average of two thirds of t…
April’s Financial To-Dos
Based on Morningstar’s Financial To-Do List, we’re offering a few tasks each month for tackling what can seem like an overwhelming project: getting or keeping your financial house in order.
A see…
