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If I Saved a Client $1.3 Million, Is That Value?

If I Saved a Client $1.3 Million, Is That Value?

Like most people, I am not one who likes to bring attention to myself.  I certainly don’t like writing on topics that appear to be tooting my own horn.  However, I thought it was important to share this hypothetical story ...

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Tax Cuts, Not Tax Reform

Tax Cuts, Not Tax Reform

I figured before the proposed tax bill changed too much I should send out some commentary a day early.  Below are some quick nuggets from my reading on the proposed tax bill. This is NOT true tax reform. It is ...

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The Mega Backdoor Roth IRA

The Mega Backdoor Roth IRA

I’ve talked before about the Backdoor Roth.  Well, today I am stealing a Backdoor Roth on steroids concept nicknamed by the White Coat Investor – The Mega Backdoor Roth.  Before I jump into the details, please note this is designed ...

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I’m Not Sorry

I’m Not Sorry

There’s an expression in my industry around diversification.  It is along the lines of – “Having a client properly diversified means always having to say you’re sorry.”  The basic premise is not all asset classes move in the same direction, ...

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What’s a Good Financial Plan

What’s a Good Financial Plan

The question of what constitutes a quality financial plan is always a controversial topic in my industry.  I thought I would pull out my soapbox and share some quick personal opinions on financial plans.  Before I jump in, let me ...

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3rd Quarter Market Update

3rd Quarter Market Update

I haven’t done a market update in some time and since the 3rd quarter just ended I figured it was time to share some data.  In this case, I am not sharing any thoughts.  It’s just the facts!  Feel free ...

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Elder Financial Abuse and Prevention Tips

Elder Financial Abuse and Prevention Tips

The topic of elder financial fraud is becoming a bigger topic by the day.  CNBC (I will give them credit) had a good article on it recently.  Before we run down some of the facts let me mention something.  One ...

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What’s Your Service Level?

What’s Your Service Level?

I follow a few financial planners on Twitter and last week two of them were going back and forth (in a positive interaction) tweeting about how service levels differ between financial planners, advisors and salespeople.  One of them, Carolyn McClanahan, ...

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Equifax Breach – A Few More Tips

Equifax Breach – A Few More Tips

Last week’s article about the Equifax breach was so much fun, right?  I mean, why not revisit it?  Actually, there are some more pertinent pieces of information and recommendations you should be aware of.  Let’s hope this is the last ...

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Equifax Breach and Recommendations

Equifax Breach and Recommendations

I hate doing the mid-week email as it usually means I have to cover a topic of urgency.  I don’t know many of us, besides ER docs, who likes urgency.  One of the last ones was Brexit and this one ...

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