Retire Sooner Reading List (Part 2)

Back in February we suggested five books that we believe could help readers on their journey towards a happy retirement. You’ve all read them by now, right? At the very least, I hope you’ve got them on your nightstand, making you feel guilty when you stream Netflix instead. For those who consumed all the wisdom […]

Finding Meaning In Life With Emily Esfahani Smith

There’s more to life than being happy. As surprised as you might be to hear those words from me, they are wise ones that come from the profound brain of Emily Esfahani Smith. Between her international best-selling book, The Power of Meaning: Crafting a Life That Matters, and her extremely popular TED Talk, Emily argues […]

Overview of the Last Few Weeks in America & 3 Things Investors Need to Remember

In just a short time, America has been hit by two “black swans” – events that have a severe negative impact on our economic wellbeing. These deadly birds consist of a crash in oil prices and the COVID-19 pandemic. There’s no overstating how much damage these events have done to the country. The stock market […]

How to Keep Heirs from Running Through Their Inheritance

Wouldn’t it be great if all of our families lived in complete harmony, without discord, like something straight out of a Norman Rockwell painting? Now enter reality. Families are messy, and so are family dynamics. And as with anything in real life, there’s often conflict. As parents, we always strive to do the best that […]

Why Volatility Is Our Friend

In the beginning of October, the Dow experienced over a 1,000-point loss in the matter of two days. Nothing creates more fear in investors than watching the stock market dip or tumble. After all, you have your hard-earned money at stake, and watching it dwindle can create a slew of emotions. Still, it’s important not […]

What It Means To Put The Team First

Sports have been an integral part of my life since T-ball and the herding-cats-soccer-experience at 4-years old. I played baseball, basketball, golf, and tennis as a kid. These experiences shaped my whole persona as it relates to humility, teamwork, self-awareness, GRIT, etc. As an adult and student of leadership, I have come to appreciate all […]

What Grandchildren Really Want To Know About Their Grandparents

Our grandparents are fountains of knowledge. When I was young, my grandfather would tell me stories about when he was a boy growing up in rural Pennsylvania. And, my grandmother would let me watch her cooking her way (until I inevitably got antsy and ran outside to play). Beyond these things, they taught me about […]

Covering the Cost of College

With the astronomical price of college these days, it’s easy for families to feel overwhelmed. I recently wrote about why I think paying for college is still a wonderful investment for most people, but I’ve not written about how to make it more financially feasible for families. Since there are so many nitty-gritty details when […]

Retirement Planning – Funding My Wife’s 401(K)

Q : I have 90% of our retirement savings in my pre-tax 401(K) plan,and about  $740,000 plus my pension. My wife just started a new job, and rolled over a ROTH 401(K) to her new employer’s ROTH 401(K) and totals about $10,000. I am maxed out on my pre-tax savings, and have no Roth option. […]