Aging – Healthy

LIFESTYLE AND INFLATION, preparing for …

Two vital areas where financial advice can fall short touch Inflation and Lifestyle.  If a time horizon were short, neither of these would matter so much.  But as you think about your personal goals and how we secure the path for your future, Inflation and Lifestyle are absolutely vital to our planning.

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Happiness and Wealth (Feb.2017 Letter)

What would it be like if money could buy happiness?  Would this be a good thing?  If you could flip a switch and suddenly be wealthy and happy, how would this be?  Or if years of diligent savings had prepared you to enjoy a life of leisure and luxury travel, would this...
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Snowbird Travel Check-List

Just-in-time for your upcoming travels (or for parents and friends) here is a SNOWBIRD CHECKLIST to keep your travel plans safe and protect your home during the time away. You wouldn't want to be like Fred and Mary (or their kids!) where the lack of this planning put them down more than...
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HEALTHY AGING and MONEY

Dear friends, living longer means our world is aging ...as you’ll see graphically in a picture below.  Healthy aging means we'll need an endless supply of money to sustain our lifestyle, personal comforts, creative passions, and later-age care.  Our enemies would include stagnant economic growth, rising health costs, sudden risks whether personal...
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