Financial Planning

The Problem of Dying Without a Will

NFL quarterback Steve “Air” McNair was rich and famous.  About a year after retiring from football in 2008, the former Tennessee Titan star died of sudden onset acute lead poisoning (a polite way of saying “his girlfriend shot him”).  That’s when the world found out about McNair’s intestacy (a fancy way of saying “he died […]

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5 Reasons You Need to Engage in Long-Term Financial Planning

The movie classic Gone With the Wind ends with Scarlett O’Hara…procrastinating.  “I’ll think about that tomorrow,” she declares in her exaggerated Southern drawl. “After all, tomorrow IS another day.” I can’t tell you how often I meet people who embrace that “later” mindset when it comes to their financial futures. They say things like, “I

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Why Performance Isn’t Always the Best Measure

Your mutual fund got clobbered in 2023. You’re wondering if your mutual fund manager is out of sync with the times. How long do you wait before you dump him/her? Therein lies the problem with looking solely at last year’s results—they are so…last year. To fix something that’s not working, you have to analyze not

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A Saner, Simpler Life for Harried Business Owners

Last week we met Ron and Sharon, the couple who started a little side hustle, watched it boom into a profitable business, and then lamented how this “blessing” of a company had completely overtaken their lives.  I described three stages many business owners go through. I argued that the essence of contented simplicity is saying

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Are You a Victim of Your Own Business Success?

Ron and Sharon started a little side hustle…that unexpectedly morphed into a booming business. Initially, all those happy customers—and that sizable bump in income—were thrilling. But in time, their growing enterprise became a 24/7 obsession. Says Sharon, “At first, it was fun telling people, ‘We’re business owners!’ Now it’s more like ‘Ugh! This business owns

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Is Marriage Good for Your Financial Health?

There’s an old maxim that “Two can live as cheaply as one.” Is that true? Or is it what people used to call “an old wives’ tale”? Consider… In 2006, in a State of Our Unions report from the Institute on Marriage at Rutgers University, Barbara Dafoe Whitehead declared, “Marriage is a wealth generating institution.” 

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