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Stock Market Roars Up – Use Logic Rather Than Emotion

By on April 3, 2013 in Achieving Financial Independence, Goals-Based Planning, Investments, Post-Retirement Planning

The U.S. stock market just had a terrific first quarter.  The S&P 500 index was up 10.0% over the past three months. My client portfolios were not up that much because they also own many other investment asset classes that didn’t advance nearly as much.  For example, the bond market was flat for the quarter, [...]

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3 Retirement Obstacles

By on March 20, 2013 in Achieving Financial Independence, Balanced Living, Investments, Post-Retirement Planning

Getting older just kind of happens.  The next thing you know you’ve hit 50 and can’t believe you are that old.  I won’t be there for another year, but already feel that way, especially when my son reminds me that I have been out of high school for over THIRTY YEARS! Many of my clients [...]

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$1 Million in Life Insurance Not Enough – Time to Reevaluate

By on January 9, 2013 in Achieving Financial Independence, Balanced Living, Estate Planning, Insurance

Last week, I was shaken when I heard about the tragic death of a Glen Ellyn acquaintance that lost a two-year battle to cancer. The death of this fine man, husband and father hit home not only because he had lived a few blocks away, but he was also my age, 48, and had three [...]

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Who is Your Financial Planner?

By on November 1, 2012 in Achieving Financial Independence, Balanced Living, Goals-Based Planning

Financial Planners are for Everyone “Failing to plan is planning to fail.” – John Wooden” It was recently brought to my attention that many people think that only “rich” people have financial adviser’s.  Nothing could be farther from the truth. If your family income is over $100,000/year or you are retired with investments of $200,000 [...]

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Romney Wins – Then What?

By on October 18, 2012 in Achieving Financial Independence, Balanced Living, Counting Your Pennies, Estate Planning, Investments, Investor Psychology, Mortgage, Policy and Your Money, World Economics

When Romney Wins – Then What? Since Mr. Romney is well positioned to win the presidential election, I’ll take a few minutes to explain what I think might happen if Governor Romney is elected the 44th President of the United States. If Republicans also win both houses of Congress, expect there to be quite a [...]

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Free EBook – Pay Tax Once and be Done With It

By on June 26, 2012 in Achieving Financial Independence, Goals-Based Planning, Investments, Policy and Your Money, Tax Planning

I have just written my first EBook.  The concept is simple: read about the nine ways I invest my money and advise my clients to invest theirs so they can minimize or avoid paying tax altogether. I think income tax rates will eventually go higher, meaning it will be wise to invest in vehicles that [...]

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3 Big Ideas for College Savings

By on October 29, 2011 in Child's Play, Goals-Based Planning

   1. Wake Up By that I mean, are you aware that college prices have skyrocketed the past 20 years? If my three kids went to the University of Iowa for four years beginning next year, the total cost would be roughly $500,000! Holy Cow!!!! Unfortunately, many parents have their heads in the sand until their [...]

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