Lessons In ‘The Happiness Of Pursuit’ From Chris Guillebeau
“People have always been captivated by quests,” writes author Chris Guillebeau in his brand new book, The Happiness of Pursuit. Chris, for one, is most certainly one of those people. His book celebrates the completion of a personal quest to...
Boomer Esiason’s Advice For Millennials: Plan For Tomorrow, Live For Today
Boomer Esiason is busy—I mean, really busy. “Starting next Tuesday, all the way until after the Super Bowl in 2015, I think I’ve got about four days off,” he told me. Why, then, was he anxious to talk about financial...
Back To School — Back To Financial Fundamentals For 3 Generations
As kids head back to school, adults spanning several generations set their sites on getting their financial house back in order. What are the most important financial planning considerations in three major demographics—Millennials, Generation X and Empty Nesters? Millennials: First...
New Report On The Cost of Kids: Reading Between The Lines
The U.S. Department of Agriculture (USDA) recently released its annual “Cost of Raising a Child” report. The news from it is really no news at all to us parents—kids are stinking expensive and growing even more so. However, if you...
The Top 10 Places Your Next Dollar Should Go
There is no shortage of receptacles clamoring for your money each day. No matter how much money you have or make, it could never keep up with all the seemingly urgent invitations to part with it. Separating true financial priorities...
The 3 Keys to Surviving Major Life Transitions
You might think that the most important work a financial advisor can do is related to allocating a client’s investment portfolio, or perhaps helping secure a timely insurance policy or drafting the optimal estate plan. In fact, their most important...
Pogo Stick Retirement Planning For Younger Generations
Historically, retirement planning has been likened to a three-legged stool — consisting of a corporate pension, Social Security and personal savings. Baby boomers saw the pension fade from existence, leaving them to balance on retirement planning stilts. For younger generations, however, the retirement situation...
Retirement Silver Bullet #1: Move
You’ve heard that baby boomers, as well as Generations X and Y, are behind on theirretirement savings, right? These demographics are regularly bludgeoned in the media and by the financial industry’s marketing machine for their negligence in saving for the future....
Retirement Silver Bullet #2: Work
In the first of this two-part series, we discussed the amazing amount of leverage you can gain — even in the case of an apparently floundering retirement scenario — by moving from a higher cost-of-living area to a lower one. I fully recognize,...
Career Advice From ‘The Most Interesting Man In The World’
I love uncovering tidbits about our financial lives in generally nonfinancial books, music, movies and even television commercials. You’ve no doubt seen the commercials for the Mexican beer Dos Equis, in which a nameless, well-dressed, bearded man only described as “The...
