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 called collaborative retirement scenario management. 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… [Read More]

Yep, today I’m going to talk about financial professionals and foster puppies. But first . . . 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… [Read More]