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What are Estate Documents, and why are they necessary? 

I had Estate Documents drafted approximately 15 years ago. Why do these documents need to be updated?

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Multiple accounts mean more complicated record keeping, retirement planning, and tax preparation. The bottom line is, it’s just harder to keep track of multiple accounts across multiple platforms.

Is it time to consolidate financial accounts?

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Managing expectations is not about reaching a particular goal, or even attaining a certain financial level.  Managing expectations has much more to do with mindset and happiness. 

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Join Kevin Lyles, CRPC™ and me as we provide a long form discussion about choosing where to live in retirement.

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If you are part of the boomer generation, you were likely raised in the era of “One size fits all”. 

But, many years have passed, and the philosophy of one-size-fits-all has evolved to emphasize a philosophy of one-size-fits-one.

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In a world filled with noise, the absence of noise can be very disconcerting. It’s hard for many people to become quiet internally and externally. 

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“The more you leave out, the more you highlight what you leave in.” -Henry Green

Over the three years I have been doing this podcast, I've stated that I am a DIY (do-it-yourself) investor with over 50 years of investing experience.  This was a true statement until a couple of months ago.

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What happens when your partnership with risk no longer works? How do you dissolve the partnership? This process is termed portfolio de-risking.

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Estimated taxes and tax payments are some of the most misunderstood tax requirements taxpayers face. 

Payment of estimated taxes is more problematic for retirees who never paid estimated taxes during their working careers!

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In a recent Podcast I discussed the relative merits of a Roth IRA.  Many factors determine whether or not Roth IRA contributions make sense. The account holder’s age, tax bracket, net worth, risk tolerance, and available cash are important in establishing a Roth IRA.

One of the most important factors to consider is age. As someone ages, it becomes less advantageous to contribute to a Roth IRA. There is a crossover point where the disadvantage of initially paying taxes outweighs the advantage of tax-free growth. 

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