Updates
Why You Won’t Make Any Progress on Your Financial Goals in 2017
What do you want to accomplish in your financial life during this new year? Do you need to get a better handle on your investments? Get out of debt? Change your spending? Switch advisors? Create a pla…
What Should You Do With That Old 401(k)?
If you have money in a retirement plan at a previous employer, what should you do with it? Assuming your balance is in a plan like a 401(k) or 403(b) defined contribution plan, you have three basic ch…
How To Donate $50,000 or More Without Making Things Worse
No one wants to make a charity worse off, especially those who are giving large donations. Yet this is exactly what Dale was afraid he was doing.
Dale was a successful business owner in Portland, Ore…
What If Scrooge Was Right?
The character Ebenezer Scrooge doesn’t get much love. Charles Dickens described him so meanly in A Christmas Carol that his name has become synonymous with miserliness. But does Scrooge get a bad ra…
Planning for senior care? The four questions you should ask
I began my journey into senior care in 1996, going to all sorts of long-term care facilities, from assisted living to residential and everything in between. On every visit, I was wearing a uniform and…
