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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Thursday, March 1, 2018

Happy Monday! (Change to day of the week!!) Have you gotten your free risk number yet? It is so quick and easy to do and you can find it right here. Knowing what your risk number is tells both you and I a lot about the comfort level...

 

Tuesday, February 6, 2018

The financial media just unnecessarily frightened millions of investors by reporting irrelevant data in an alarmist way. When you saw headlines shouting "DOW LOSES 1,175 POINTS IN BIGGEST SINGLE-DAY DROP IN HISTORY!!”, how did...

 

Thursday, December 14, 2017

It’s the time of giving, and this year I’m giving in a big way. Today, let’s just talk about the first gift. When you want to be precise about the ingredients for your favorite Christmas goodies, you use measuring...

 

Tuesday, October 3, 2017

Did thieves steal your private information from Equifax? If you don’t know the answer, you should. I’ll tell you how to find out below. As reported here and here, at least 60% of adult Americans (over 143 million) had their...

 

Wednesday, August 16, 2017

Frequently Asked Questions About My Firm Transition Hello, In my last two emails, I’ve shared quite a lot of information about my new partnerships with Fidelity and Helium Advisors, and about some of the many enhancements and new...

 

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Tuesday, August 1, 2017

Rennaker Financial announces major upgrades for clients, new investment platform

 

Thursday, April 27, 2017

Investing to meet long-term goals can certainly try one’s fortitude and patience, but like a marathon, is achievable with the help of a good plan.

 

Tuesday, March 28, 2017

Ten income and estate tax planning strategies for 2017

 

Thursday, March 16, 2017

The first day of spring is rapidly approaching. That being said, I truly believe that everyone needs a vacation periodically. Breaking the routine of the workaday world is not only refreshing, but studies show it's good both for you...

 

Thursday, March 2, 2017

Any couple has a constitutional right to be married in any state and to receive all benefits of marriage in that state, the United States Supreme Court has held in a series of decisions. These decisions -- primarily United States vs....

 

Wednesday, February 8, 2017

A key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On this score, women may need to save more than men.

 

Wednesday, November 9, 2016

Donald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and often divisive campaign. In addition, the Republican Party has retained...

 

Friday, July 22, 2016

What my childhood chemistry set taught me about investing; OR - Experimenting is fun, but you might blow something up. When I was in grade school I bought a chemistry set through a Boy’s Life ad using money saved up from my paper...

 

Tuesday, July 5, 2016

“Man cannot discover new oceans unless he has the courage to lose sight of the shore.” – Andre Gide Few have done as much to disprove conventional wisdom and change the world as John Harrison. I’m fascinated...

 

Thursday, April 21, 2016

A call you never want to get. It was 2:35 am when my cell phone rang. My 80 year-old mother was on the other end and said she had brought Dad to the hospital. Then she said she wanted me to talk with the doctor and handed the phone to...

 

Tuesday, March 15, 2016

Dividends... for Life: Can your efforts pay you back forever? Applying financial principles in a relatable way to non-financial aspects of our lives can help us better understand the principles. It can also help us find new ways to succeed.

 

Monday, February 22, 2016

Dividends for Life. Getting paid forever. Part 2 - Reinvesting Dividends and Seeking Mastery Is “Mastery” the compound benefit of reinvesting dividends? In his amazingly concise paperback “Mastery: the keys to success...

 

Sunday, February 21, 2016

Here's a short video I made to show how I applied the the principle of making my efforts grow and compound to learning to play the guitar. It briefly traces the last 3 years, starting with my goal of doing something unique and romantic...

 

Saturday, February 20, 2016

Dividends for Life. Getting paid forever. Part 3 - Compound Growth What does Compound Growth look like for You? As noted in the previous 2 posts, reinvesting dividends, earnings and interest can produce a Compounding effect in building...

 

Monday, February 8, 2016

If you are in your 60’s, better read this: Social Security rules just changed. In a severe blow to retirement planning for millions, Congress just eliminated two popular Social Security claiming strategies that married couples...

 

Monday, February 8, 2016

Mohamed El-Erian, chief economic adviser at Allianz, and chairman of Barack Obama's Global Development Council, provides some succinct insights on reasons for the volatile financial markets over the past several months, and an opinion...