Articles
CIA Partners With Hendrick To Design A Functional And Collaborative Workspace
Our firm was proud to move into our new office space on Glenridge Parkway in late 2018, but it could not have been done without
What Lessons We Can Learn From Australia’s Economic Winning Streak
July 2019 will mark a full decade of American economic expansion. It will also mark the longest period of US expansion in the history of
5 Ways To Spring Clean Your Finances
With the freshness of spring in the air, many of us have set about getting our houses in order –dusting every nook and cranny and
In Planning Retirement, ‘Home’ Holds More Than Potential Sale Profit
In crafting retirement plans for my clients, housing is typically a key topic. The concept of where to live during these golden years is a
How To Overcome Your First Year Of Retirement Challenges
There’s a song that says, “Everybody’s working for the weekend.” If you ask me, we’re all working toward some sort of retirement. Our long game
The Case Against Early Retirement And The Power And Importance Of “Yield At Cost” – April 28, 2019
This episode of MM explains a recent WSJ article that discusses the five-year mortality rate changes and depression impact of retiring too early. Wes also
Why It’s Critical To Find Your Core Pursuits Before Retirement
If you are a smart, diligent person – as are all of my readers – I’m sure you are working hard on your retirement –
5 Reasons To Retire As Soon As You Can
Some people live to work; others work to live. I’ve never believed that cliché line. While it may apply to a relatively small number of
A Georgia High School Teacher Won $10,000 For Reading The Fine Print Of A Travel Insurance Contract
It pays to read the fine print – literally. A Georgia high school teacher recently won $10,000 for simply reading the entirety of a travel
How Many Millionaires Are There In The US?
How Many Millionaires Are There In The US? A lot. If America’s millionaires had their own state – one populated exclusively by people with a
Should I Pay Down Student Loans Or Contribute To My 401K?
Airports can be an interesting place to meet folks. Just last week as we were starting the journey back from Thailand, I struck up a
How To Design A Happy Retirement
A big part of my life’s mission is to help families not only eventually retire, but retire happily. Of course, the challenge is that retiring
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