My Best Decade
My Best Decade Make the next decade the best of your life. What is the alternative? A hero of mine who traveled a non-investing road is Jared Diamond. He had twins at the age of 49 (I had mine […]
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How to Optimize Inheritance
The Best Ways to Optimize Inheritance to Kids Inheritance. A goal for some is to leave behind money for their kids. What is the most tax-efficient way to leave money to your kids? If your goal is your kid’s inheritance, […]
Imposter Syndrome and Retirement
Imposter Syndrome and Retirement “Face it Til You Make It” is my new favorite slogan. You all are familiar with” fake it til you make it,” as imposter syndrome is common in medicine. We have all faced high-stress situations […]
Fulfillment in Retirement
Fulfillment in Retirement Fulfillment in retirement is my new goal. As part of my post-honeymoon period of retirement wanderings, I had a sort-of-crisis of success. After all, my career was successful! What more does one need in life? Once […]
Grandparents Gifting Money to Grandkids
How should Grandparents Give Money to Grandkids? How can grandparents give money to their grandkids? How nice of you to ask! Let’s start with tax-free giving and go from there! How Much Money Can a Grandparent give a Grandchild Tax-Free? […]
How Long Does a Bear Market Last?
How Long Does a Market Drawdown Last? We are in a bear market. How long do drawdowns last? That is, how many years might it take your portfolio to recover from the current bear market? All we have is history […]
Synchronicity in Retirement
Retirement Synchronicity Finding synchronicity in retirement is enjoyable; you might want to try it. Why do you ask? Why not increase the chance of meaningful coincidences? After all, some of the best moments in life are unplanned and unscripted. […]
Are Target Date Funds Useful In Retirement?
Are Target Date Funds Useful In Retirement? Let’s discuss reasons not to use target-date funds during the retirement drawdown phase. A fund-of-funds (like a target-date fund) is simple, efficient, and easy during accumulation. Remember, though, during de-accumulation, everything changes. […]
Family Vision Statement
Family Vision Statement I think having shared family values is important in a growing family. Is a Family Vision Statement the way to go? Or should it be a Family Mission Statement? What is the difference? […]
