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Rent Your Fun

Rent Your Fun

Given that summer has officially started, I thought I would share a piece of advice I give regarding vacations and leisure purchases.   As a financial advisor, it is not uncommon for me to get a call from a client who wants to look at buying a vacation property...
Why Lottery Tickets are a Good Investment

Why Lottery Tickets are a Good Investment

I know what you’re thinking.   What kind of financial advisor thinks buying a lottery ticket is a good investment?   After all, lotteries are referred to as a tax on people who are bad at math.   Statements like, “You are 11 times more likely to be struck by lightning...
Advice from my Future Self

Advice from my Future Self

At this time of year, it’s common for predictions to emerge about the economy. While they are interesting, I don’t think they provide us with much useful information.   Why? Because experts really don’t know anything more than the average investor. They just spend...
The Reality of Models

The Reality of Models

Checking the weather? Looking at a map of the world to plan your next vacation? Guess what—you’re using a model. While models can be useful for gaining insights that can help us make good decisions, they are simplifications of reality.   One example of a model is a...
Holiday How-To: Talking Money with Family

Holiday How-To: Talking Money with Family

Getting together with family over the Holidays presents a unique—albeit delicate—opportunity to discuss finances with your aging parents. We live in a society where asking people about their money is considered rude. Many families are secretive about their savings.  ...
9 Essential Estate Planning Documents

9 Essential Estate Planning Documents

Dying intestate (will-less) leaves your heirs with a potential mess.   And yet, 61% of Americans die without one, says a recent Harris Interactive poll for RocketLawyer, a legal website. *In fact, 28% of us would rather do anything than make a will.   Without a will,...

Tips On Planning For College

When it’s time to prepare for the nest to empty, mixed feelings abound. Preparing for college can be exciting and stressful for everyone in the family. If your child is a rising senior, you have a year of testing, deadlines, applications, and nail biting. For your...