One Money Question to Rule Them All: How Much is Enough?

(from Ron Lieber’s article in the Your Money section of the New York Times on November 24, 2016.  Click here for the original article.  Ron Lieber is the “Your Money” columnist, noted author and editor of the Bucks Blog for the Times.  Follow Ron on Twitter @ronlieber.) As we enter this season of contemplation and reflection, we all have more than the usual number of everyday financial questions weighing on us. How much more might we pay for health care under President­-elect Donald Trump?  How will any new trade policies affect our household budgets… [read more]
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What Are You Paying?

When we purchased our first home, I was stunned to see all the estimated costs on our closing statement: loan origination fees, appraisal fees, credit report fees, flood certification fees, recording fees, and more.  While I was overwhelmed by the number of miscellaneous costs, they were clearly spelled out, and I knew what we were paying. For investors, it’s not always that easy. New York Times columnist, Ron Lieber, recently wrote about the difficulty getting to the bottom of what you’re paying as an investor.  In his recent Your Money column, The 21 Questions [read more]
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Whose Interests are Served?

My hope this week was to take a break from the non-stop, often confusing news surrounding what’s going on with our new administration, Congress, various cabinet and judicial appointments, etc. and focus on a less divisive issue like the Super Bowl, Groundhog Day or Johnny Depp’s desperate need for good financial planning. That idea was squelched on Friday when I received the following e-mail (slightly paraphrased) from a client. I heard a story on the radio this morning about the new administration stopping a regulation that would force financial advisors to put the best [read more]
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Doing Nothing is Hard

In my last blog, I talked about the challenge I had booking a vacation because of its cost and my nerves around spending the money.  Well, I’m happy to report that I booked that vacation and am just returning from a glorious week in the Turks & Caicos.  Worth every penny! But boy, did I pick a heck of a week to be gone.  In a mere 7 days, our 45th President was inaugurated, millions of men and women around the world marched in protest and the Dow Jones broke the 20,000 mark… [read more]
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