NYTimes Chocolate Chip Cookies

The “Perfect” Financial Plan

Baking chocolate chip cookies is one of my favorite things to do and I have become an expert at it! I have been making the same cookies for the past forty years and the recipe has stayed the same. I have taught my daughters how to make these delicious cookies, but for some reason when […]

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Managing Money for aging parents under a revocable living trust

Help for Trustees Under a Revocable Living Trust

We have seen our clients and friends need to assist older family members with their financial affairs. If you have not been asked yet,  you are likely to be asked to assist in the future. To help someone in this “financial caregiver” role, the federal Consumer Financial Protection Bureau has published four guides titled “Managing Someone […]

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Couples need to discuss their retirement plans before they reach retirement.

Retire Happily with Your Spouse

The amount of information on retirement planning, and the financial benefits of having a plan, is plentiful. But planning for retirement is so much more than a financial decision. It’s a lifestyle transition that affects each person differently. One of my favorite television shows is Parenthood. It’s a show about a multigenerational family and the struggles […]

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Worldwide global stock market diversification is key to stock investing

Diversify Across the Globe – Country Stock Performance

We have always stressed the need to own the great companies in the United States and the world. There are 44 countries that have publicly traded companies (stocks) that investors can, and likely should, own. The reason being we don’t just want to own the approximately 3,500  stocks that are available in the United States but […]

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wedding_018

Wedding Day Budgets

Wedding season is almost here, with the spring and summer seasons being the most popular times to tie the knot. When people hear that we have three daughters, the joke is always  “Wow – how will you pay for three weddings?” However, with the change in times and traditions, the cost of a wedding is usually a […]

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Helping elder family members pay their bills like their home mortgage

Help for court-appointed guardians of property and conservators

We have seen our clients and friends need to assist older family members with their financial affairs. If you have not been asked to assist yet,  you are likely to be put in this role in the future. To help someone in this “financial caregiver” role, the federal Consumer Financial Protection Bureau has published four guides […]

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cars

Is The Stock Market Really Rigged?

There is a new book by Michael Lewis called “Flash Boys” which has many people talking and wondering if they should be concerned with investing in the stock market. During his public relations blitz, he summarized his book with the following stunning phrase – “the stock market is rigged”. My fear is that potential investors […]

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Power of Attorney for elderly

Managing Someone Else’s Money – Power of Attorney

We have seen our clients and friends need to assist older family members with their financial affairs. If you have not been asked to do this  yet,  you most likely will in the future. To help those in the “financial caregiver” role, the Federal Consumer Financial Protection Bureau has published four guides titled “Managing Someone Else’s […]

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Stocks for the Long term includes are global stocks

Stocks for the Long Run

Stocks for the Long Run is a newly updated book from Jeremy J. Siegel that was originally published in 1994. Professor Siegel teaches at the Wharton School of the University of Pennsylvania and has written extensively for the Wall Street Journal and Financial Times.  The book is essentially an encyclopedia of knowledge concerning the global stock markets. […]

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