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Thriving After 25 Years of Marriage

What are some of the issues with marriage and the ways to survive and thrive for so many years? My wife, Soni, and I just celebrated our 25th wedding anniversary.   Like most couples, we had plenty of ups and downs. At times, betting the…
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You May Be Living in Poverty and Not Know It

Are you living in spiritual poverty? Poverty means "living without". It's usually used in the context of "without financial means for basic necessities". During the current shutdown I bet most of us realized that other than food, we already…
ETF
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5 Powerful Reasons to Invest in ETF's

Exchange Traded Funds (ETF), have become increasingly popular. ETF's have some significant advantages over traditional mutual funds. ETFs are similar to index mutual funds. Index mutual funds and ETFs often duplicate their holdings. within…
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Two Emotions Kill Your Investment Returns

Will coronavirus fear kill your portfolio?
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Capitulation in Stocks, Bonds and Oil Prices Over Coronavirus

Warren Buffet's famous advice is to "Buy when there is blood in the streets". I believe that we are about there. "Fear spreads a lot faster than this virus." Dr. Drew On Coronavirus: ‘Businesses Destroyed, Lives Upended — Not By Virus,…
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Want a Second Home to Avoid Illinois Income Tax?

Taxes and the cold drive people out of IL to warmer and zero income tax states. Read what's up with IL income tax and how to keep a home in IL and another state. If you are over age 50 and especially if you're an empty nester (like me)…
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How You Can Succeed Like a Pro in 2020

I thought you may be interested to know how an experienced (25-years) financial planning professional goes about planning for financial success in the New Year. MY GOAL - Live a balanced lifestyle, enjoying life today while saving for an uncertain…
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Winners From the 2010's

The most popular articles from my blog from the 2010's: THESE ARE THE BEST OUT OF OVER 200 ARTICLES! HUGE Trend here: readers prefer real life stories, commentary and advice rather then financial definitions or terminology.  The relatable…
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Stretch IRA is Dead - Secure Act

Stretch IRA is Dead and other new IRA rules are part f the newly passed Secure Act.
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Massive Tax-Deductible $200k Retirement Plan Contribution for Self-Employed

Massive tax deductible strategy for high income self employed!
Financial Plan
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5 Simple Questions to Take Your Financial Pulse

Certified Financial Planner provides tips for a quick financial check up.