Sometimes we do things just because we think we’re supposed to. Getting a college education can definitely fall into…
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I love Christmas. I love all of the Christmas music, getting together with friends and family, and of course giving and receiving Christmas gifts. However; the gifting tradition intrigues me…
It is pumpkin carving time at The Schulz house. My youngest daughter is old enough to carve on her own and the other night we prepared for the annual ritual…
As a plan sponsor, many of the important administrative tasks associated with your plan’s operation happen behind the scenes with your vendors. Because of this, sometimes it’s easy to be…
For most of my career in private wealth management, one of the greatest challenges has been maintaining client sell discipline in a down market. Interestingly, I rarely hear a peep…
I recently read about Vince Young’s Bankruptcy Filing “From 25.7 million guaranteed to Chapter 11”. Like most people, it amazes me every time I see something like this. At the…
It has been six years now since the doors opened for 401(k) plans to allow ROTH contributions. Most employers by now have amended their plans to allow these contributions but…
My dad was a Stockbroker for many years before he went to work with my grandad in the newspaper business. He had played the game, knew the rules, and explained…
As you get closer to Financial Independence Day (the day you start taking money out of your retirement accounts), the reality of what was an intangible concept for so many…
I love this article by Mikey Rox on Wise Bread called 10 Habits of Financially Happy People (click on the link to read the article). Mikey used the word “happy”…
