I’d like to revisit something I’ve written about before. It’s the idea of calling financial planning what it really is . . . a guessing game. Back in 2015 I wrote about Financial Guessing. And more recently, I included some thoughts on guessing when I wrote about Collaborative Retirement Management. My buddy Carl has written about this topic as… [Read More]

How was your Thanksgiving? Hopefully, you enjoyed some good food and drink with friends and family. Perhaps, the bigger question: How’s your Black Friday going? Me? I steer well clear of retail establishments and malls on this particular Friday each year. But if you’re going to be out there – or are already out there… [Read More]

Let me start by saying thank you. I received several emails and even had a phone conversation with a couple of you in response to last week’s article. Overall, the response to “collaborative retirement scenario management” was positive, though some of you pointed out that it’s quite a mouthful. I agree. So after giving it more… [Read More]

Today, I’d like to get your opinion on something I’ve been thinking about . . . But first, a question or two: What comes to mind when you think of a “financial advisor”? Or what do you associate with the concept of “financial planning”? Each of you likely has your own perspective on these and… [Read More]

Just last week, I got a phone call from a woman who lives in the Atlanta area. Let’s call her Robin. Robin is 63 and her Mom passed away recently. She apparently found me by doing some online research. She was looking for some assistance in managing her inheritance, along with her own savings and… [Read More]