Why was the SECURE Act needed?

The 2019 calendar year closed out with lawmakers congratulating themselves on coming to an agreement on a bill unironically titled the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Yay! The changes made by this new act are all

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Qualified plans are not the only option

If you aren’t a member of your local Costco warehouse, you may not be familiar with the monthly advertising magazine (Costco Connection) that features a few articles to break up the ad space. Each issue contains a Q&A column with

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Stop the Madness

“We cannot solve our problems with the same level of thinking that created them.” – Albert Einstein It’s possible this quote is trotted out too often, but I love this timeless piece of wisdom for two reasons. First, it reminds

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Forget the 401(k)

Several months ago the Wall Street Journal published a piece arguing that we need to create a new form of retirement plan. I love this idea for many reasons, though I disagree with the specific solutions provided in this piece.

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Health and Wealth

While listening to an interview with Dr. Andrew Weil (www.drweil.com) today I was reminded, yet again, of the similarities between physical and financial health.  To start with, staying both physically and financially healthy is based on very simple principles.  Eat

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Unforced Errors

I was fortunate to grow up in an area with a mother who loved playing tennis.  She taught me to play and helped me understand the nuances of the game.  The goal is to get the ball over the net

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Passing of a Daredevil

Bonnie Nelson passed away on December 15, 2018, after a well-fought battle with cancer.  She was 87 years old.  Or, as Robert D. Smith likes to state it, she lived exactly 31,880 days.  The piece below was written for our

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Measuring Generosity?

If you’re looking for a podcast to explore, I highly recommend Freakonomics Radio hosted by Stephen Dubner.  If you’re familiar with the book by the same title, the podcast follows the same line of discovery.  Are all of our economic/life

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Gratitude

It’s Thanksgiving Day and there is much to be grateful for.  I’m personally grateful to you, dear reader, for taking a few minutes to read this post.  Maybe someday in the near future you readers will have a baby or

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