Our 3 Best Money Choices—#3

Jun 18, 2013 by

Okay, I know this will cause many of you immediately to tune out, but I have to bring up the “b” word.

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U.S. Retirement Catastrophe Lo...

Mar 20, 2013 by

Do you think you need more than $250,000 to retire comfortably? Many of your neighbors and colleagues don’t. And most have saved less than $25,000 for retirement.

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Free Money Check-Up

Jan 21, 2013 by

In this case, there is a free lunch.

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Simple Math

Jan 7, 2013 by

I believe I’ve uncovered the single equation that’s the key to financial success.

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Summit Meeting Prep

Jan 4, 2013 by

Our annual family Summit Meeting is imminent. Like Nixon and Brezhnev in 1972, we seek to avoid financial MAD (mutually assured destruction) by preserving détente, reaching agreements, and laying the groundwork for a secure future.

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Are You Tapped Out?

Dec 21, 2012 by

No worries. Many of the very best gifts are free.

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What Would You Do? #3

Dec 7, 2012 by

Dave’s recently deceased Uncle Morty left him $25,000. Should Dave resist the strong temptation to use this “found money” to indulge in fun or frivolity he couldn’t otherwise justify, or should he think about his Uncle’s bequest in the same way he thinks about his family’s own money—conservatively?

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What Would You Do? #2

Nov 5, 2012 by

Everybody likes a good after-work Happy Hour. But how do you balance social and professional pressure to participate with your family’s financial plan?

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Layaway: Just Say No!

Oct 31, 2012 by

In the never-ending quest by merchants to move cash from your pocket to theirs, so-called “layaway” has been resurrected and is being promoted vigorously as holiday shoppers grow merry. But does layaway make something affordable?

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What Would You Do? #1

Oct 10, 2012 by

Young kids—and some adults—have little concept of budgets and money and debt. When your kid really wants something costly that you’d really like him or her to have too, what do you do?

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