Wisdom on Wealth Columns

Crisis Christmas

Do you get the feeling that it’s the coronavirus, not the Grinch, that’s trying to steal Christmas? I’m sure I don’t’ need to recite all of this year’s national and international economic disappointments that have come as a result of this pandemic.  For the unemployed oil field worker, the exhausted nurse or teacher, the farmer …

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Are You Asking the Right Questions?

Sometimes when I ask people, “What are your financial goals?” they say things like: “Other than having enough one day to retire on, I’m not sure I have any clear financial goals.” After a pause they add, “That’s not a very good answer, is it?” That’s usually when I say, “Maybe if I asked better …

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Plan Your Journey

If you’re over 50, you may remember AAA TripTiks booklets. From AAA’s website: “In the days before Google Maps…or even the internet…a AAA agent would draw the route with a highlighter on a series of numbered maps, going through the route with the driver before they started. The end result, a guided route through a …

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Consumer or Contributor – Which Do You Want to Be?

The holiday season is advertiser season.  We see a parade of TV commercials and online ads showing us peaceful, thankful and content people. But they’re not real, are they? They’re actors, visions created for us by clever marketers, promising us the good life if only we’ll buy their product. Perhaps you’re not like the people …

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Thanksgiving Lessons in 2020

What a year. Coronavirus. According to Johns Hopkins, COVID-19 has now infected some 12 million Americans and claimed more than 250,000 lives.  Race issues. Around the same time the coronavirus began spreading across the U.S., the death of George Floyd in Milwaukee triggered nationwide protests (some violent) over issues of race and policing practices.  Hurricanes. …

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Retire to What?

“Do you want to retire one day?” That’s a question I ask new clients. The answers I get are fairly predictable. Older workers or people with jobs they hate say, “You bet! How about yesterday?!”  People who enjoy their work say things like, “I might want to slow down one day, but I can’t imagine …

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