Wisdom on Wealth Columns

Buckets of Money for Retirement!

I’m pretty sure National Lampoon’s 1985 movie “European Vacation” was based on my family’s 1972 trip to the same destination.  Both were comedies. Back then, European borders and currencies were as numerous and confusing as a Byzantine map.  To this day, I have no idea where we were when I tried to mail that postcard.  […]

Checklist for 60-Somethings

Don’t you “love” it when you forget to buy something at the grocery store? So often I get nine of the ten things I was supposed to buy, but there’s always that one item I don’t remember until I get home. “Seriously? You forgot the tomatoes? How am I supposed to make spaghetti sauce without […]

A Tale of Two Diets

Over the last ten years I’ve lost about 100 pounds. Okay, it’s actually the same ten pounds, gained and lost ten times. Blame it on the holidays, I guess. Sweet people sending me sweets. My wife’s deadly—the good kind of deadly—pecan pie. Hey, I’m not complaining. I love all that delicious stuff. But New Year’s […]

Don’t Regret Those Resolutions … Focus on Habits More Than Goals

I have no idea how many dieting books, fitness club memberships or getting-organized supplies are sold during the weeks just before and just after New Year’s Day…but I suspect it’s a big number. Something about a new year suggests a clean slate – a fresh opportunity to do it again, only this time get it […]

Christmas Thoughts on Giving, Money, and Time

At Christmas we focus on giving.  The next day, we turn our attention to time. We review the year that’s ending and preview the year just ahead. So, how about some year-end (and year-beginning) reminders about giving and time? 1. You can give time to your money. What do I mean?  We have this amazing […]

What Airplanes Can Teach Us About Money

In my financial planning practice, I meet with a lot of “Type A” entrepreneurs. Their number one question? “Couldn’t I be doing better with my money?” I always have to smile. These driven individuals are used to optimizing everything they touch—or at least trying to. If they have three rental properties today, they want to […]

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