I recently attended an event hosted by Fidelity in Washington DC. During the event, I spoke with a gentleman who helped write the regulations for several tax advantaged investment accounts back in the late 1990s and early 2000s. He confirmed a suspicion that I have had for a while when he revealed a little-known secret about…
Here’s How to Stop Fighting About Money with Your Spouse
Do you ever find that your conversations with your spouse or significant other get derailed when the topic of money comes up? If you said yes, you’re not alone. This is a challenging area for most couples, and there is a solution. One of my clients, Ryan, recently shared this story with me. He said…
Top 10 Reasons Not To Use Your Parents’ Financial Planner
As we approach the holidays, I thought it would be fun to “make a list and check it twice.” This list really has nothing to do with the holidays or Santa. In fact, it’s a Top 10 list inspired by a conversation I had with my friend Katie Finch (Thanks Katie!). Here are the Top…
The Illusion of Someday
Many people live their lives like there are 8 days in a week: Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday and Someday. How many of us say “Oh I need to do that, but I’ll do it some other day. I’m definitely going to do it, but just not right now.”? I’m guilty of it…