Blog

STICKY MONEY — Secret Sauce for Life Income

What you find in this site will help you attract, build and enjoy Wealth for the Lifestyle you choose!  Despite the money-problems people have these days, and the fears of what it can mean to lose life-savings, there are simple solutions to MAKE YOUR MONEY STICK TO YOU ...so you never run...
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LONG TERM CARE — Insurance and other options

Personal reasons bring you to a page like this.  For family or for yourself, you’re wondering how to manage costs of prolonged illness, personal comfort, and Long Term Care.  Here we'll review ALL your options.   Insurance is possible (until 2018).  Spending assets or investments may help.  Family may help with nursing and...
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SAFE WITHDRAWAL RATE … income for LIFE

The November 2017 client letter focused on "Safe Withdrawal Rates."   You can see how vital this is because no one wants to outlive their money.   We'll look at whether 3%, 4%, even 6% may be a safe basis for drawing your income.   If you spend too much for too long,...
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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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INVESTING FOR RESULTS!

What matters more for your investing?  Costs? Risks? Results?  All three of course, but the media are whining endlessly about just one of these, as if costs were the predominant factor in building wealth.  What matters to you and to me, surely, are the NET RESULTS of our investing, the value of ADVICE,...
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