As we have previously written, it is difficult for investors to know what to look for in their search for a financial adviser (or advisor). In his most recent Intelligent Investor column for the Wall Street Journal, Jason Zweig updates the timeline of the fiduciary rule and points out that since its delay, “the burden…
Imagine you’re cleaning out your attic and run across a box of dusty old books. You decide it’s not worth the time and effort to sell them, so you take the whole box to the dump. That same night, you happen to update your mom on your completed to-do list, making sure to include all…
We get this question often. A client will have just received an inheritance or sold a piece of property and has a lump sum of money. Or maybe they have just received a raise or paid off a debt and now have a higher monthly cash flow. “What do I do with this money?” can…
For the last 5 years I’ve had the privilege of mentoring a few young men. And by mentor, I mean they are younger and more interesting than me so I tag along on their trips and we share life together (I’m talking about you Tice, Tom, and Pearce). I wanted to write a letter of…
The following is the second in a two part series on school debt. See our first part here. Now What? As we mentioned in our previous post (Student Loans: Assess the Situation), the first step to paying off student loans is to know what you have. After you fully comprehend what your debt is, you can…
Advanced estate planning can’t include every “what-if” scenario. In my wife’s family things didn’t exactly play out like they’d planned. Her parents each wrote their own obituary years before their deaths…or so we thought. It turns out that Anne’s mother authored both obituaries. Her mother’s read that her husband “preceded her in death” and his…
It is near impossible to cover every student loan situation, payback option and variable in an individual’s life with a blog post. I recommend using the information below as a starting point and combining it with personal knowledge of yourself and your resources to mount a plan of attack for your scenario. Navy Seals and…
Not Your Typical Summer Beach Read I bought Being Mortal a few years ago on a date night with my wife. We grabbed dinner and stopped through Scuppernong Books to judge books by their covers. We each bought a book and laughed that my choice was a surgeon’s thoughts on “medicine and what matters most…
In life there are people that show up to work, do a great job, and go home without much fanfare: much like Tim Duncan. Tim (I wish we were on a first name basis) reminds me of a Health Savings Account (HSA) because he outperforms his peers consistently but is widely underappreciated. With an HSA the…
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