April 21, 2022

What is a personal Continuity Plan?

It snowed in Eugene, Oregon this week. In April. The snow didn’t stick but the rain that followed relocated the profusion of spring flowers. Previously gracing tree limbs, we now have very colorful sidewalks. This cycle of life—birthing of the new bud, […]
March 16, 2022

How do I find the right financial advisor?

An orange origami bunny hopping toward her investment carrot patch. A wagon train led by handsome horses steering toward a retirement hitching post. Green arrows reminiscent of Oz illuminating the path to financial freedom. Can we gather tips from television commercials to […]
February 15, 2022

My earliest inkling of a financial planning career

I was about ten years old when my dad announced that he would like to change the way our family talked about money. Going forward he and my mom weren’t going to make the decisions about how resources were used but it […]
December 3, 2021

“Smart Spending in Retirement” on MoneyGeek.com

November 15, 2021

How to successfully retire when you’re two people and one couple

“Experiments are antidotes to discouragement.” – Dr. Moira Somers Perhaps you know someone like this. He or she is looking at the end of full-time work and grappling with the looming questions. Things like How much can I spend? and Where is […]
October 14, 2021

Is it worth paying a wealth manager?

I saw a tweet the other day about Warren Buffett calling his stockbroker in the 1970s. The story went something like he told the broker to bid at a price which the seller refused, saying the price was too low, and then […]
September 15, 2021

How much money do I need to hire a wealth manager?

IKEA is known for not putting text in its instructions. During my divorce I was assembling a heavy kitchen cabinet to get our house ready for sale. I opened the instruction booklet to a drawing much like this one and the words: […]
August 13, 2021

How to read more

I’m occasionally asked for reading tips. Here is what worked for me to increase the number of books I buy that I then read. While I notice that I spend less time reading articles when I read more books, there are some […]
July 15, 2021

What is a reasonable percentage to pay a financial advisor?

Not all financial advisors are paid based on a percentage and this makes comparisons among advisors challenging for the consumer. And underneath the “reasonable” part of the question is this: how do I know if what I am paying is worth it? […]