Investments
One of the most thrilling roles I experienced during the past two-and-a-half years is being a dad. I know my wife, Jandi, feels the same about being a mom. I also know there is one critical area, which could have caused us to have a very different experience with our son, Charlie, had we not…
Read MoreI love eggs. I like them for breakfast, lunch, dinner; I love them scrambled, poached, boiled, in an omelette–whatever, whenever–I love them. What protein-rich food is as flavorful, flexible, and easy to prepare for a quick and satisfying meal? Who doesn’t like eggs? Well neither my dad, my mother-in-law, my brother-in-law, nor my wife can…
Read MoreBoard games are common family pastimes that recall times of joy, laughter, and closeness. Not in my family. Anger, competition, and disagreements were common, especially in Monopoly and Scrabble. At least one family member would quit before the game officially ended. The game was always under protest and people’s feelings were hurt. The rules were…
Read More2016-06-30 Market Review
Read MoreQuestion: What should I do with my 401(k) account when I leave a job or when I am preparing to retire? Answer: To give you a better understanding of your 401(k) options, I will review four strategies. 1. Do Nothing You can simply leave your retirement account as it is. You need to be aware,…
Read MoreMy journey into high school learning almost ended before it began. One afternoon during the first week of class, after a rigorous couple hours playing soccer, I fell violently ill with what I thought was a flu bug. I could not keep any food or beverage down and I felt miserable. After a day or two…
Read MoreI can’t tell you how often I get asked, “Is now a good time to be in The Market?” Before I can answer this question, I need to understand the goals and the timeframe of the person asking. “What are you investing for? When do you plan to withdraw money? And how much?” are the…
Read MoreIf you have already maxed out your retirement plan savings and want to contribute more than $50,000 tax-deferred, you are in luck. Recent IRS rulings have made a lesser-known retirement plan more appealing to business owners and such highly-paid professionals as attorneys, doctors, and dentists. These pension plans are called Cash Balance Plans. Bank of…
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