It’s for Your Death – Not Your Life

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A recent post from Jamie on his WealthAdviceMadeSimple blog regarding the differences in life insurance.   Spring 2000 – I sat at my desk, an aspiring CPA if there is such a thing. Bored out of my mind. It’s not that I didn’t work with great people, or for a great firm, but the work… Read more »

Why Fees Matter

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A recent post from Jamie at his WealthAdviceMadeSimple blog outlining the importance of fees.   There are few certainties in life, and probably even fewer when it comes to investing. One guarantee that I can make is this: what you don’t spend, you get to keep. Fees matter. Especially when it comes to your money…. Read more »

Planning a Rewarding Retirement, Part 1

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This is the first in a series of articles on preparing for retirement.  The next few will deal with what retirement looks like – what I will do as I enter another stage of my life, Social Security planning, cash flow expectations, investments, planning for health care, eventual downsizing and/or re-locating, and other topics I… Read more »

What if…

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Investors with any experience at all can recite the long-term results: U.S. stock market has averaged about 9-10% total returns over the last 30 years  6% the last 15 years Bond market has averaged about 5%. In truth, the average stock market investor has gained only about 3.5%, on average over the last 15 years,… Read more »

Your Financial Future: More Than Being Debt-Free

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I was raised in a working, lower-middle class home raised by my aunt and uncle.  My uncle retired as a painter from the Defense Construction Supply Center (DCSC) and my aunt was a stay-at-home domestic goddess. As a youngster growing up, I wasn’t aware that we didn’t have much.  That notion was lost on me… Read more »