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Financial Planning

Considering a Career Change?

Submitted by Moneywatch Advisors on August 24th, 2021

In a recent review meeting, clients told us they were considering changing careers to be able to spend more time with each other and their kids and to reduce their considerable professional stress. They were approaching this in a thoughtful manner so want to consider the financial implications of such a move – both short-term and long-term.

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Plan and Invest Using the Same Advice You Give Your Kids

Submitted by Moneywatch Advisors on June 21st, 2021

The other week I wrote about inflation and the uncertainty of predicting whether it is either temporary or here to stay. Fact: No one really knows for sure. So, how does one plan for a potentially disruptive force? Answer: By creating a margin of safety in our financial plans and our investments. Here are some ideas how to do that.

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Inflation Will Kill the Economy. Or it Won't.

Submitted by Moneywatch Advisors on June 7th, 2021

The list of things I don’t know would stretch from here to, well, I don’t know where. I’m perfectly comfortable admitting when I don’t know something so it amuses me when “experts” claim they know exactly what’s going to happen in the future.

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What We Can Learn About Estate Planning From Prince

Submitted by Moneywatch Advisors on May 4th, 2021

Recently, the mother of a dear friend passed away without a will and it reminded me of this blog post I wrote a couple years ago.

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Is Our Success Due to Skill or Luck?

Submitted by Moneywatch Advisors on April 19th, 2021

Kentucky’s own Henry Clay reportedly coined the phrase, “self-made man” when describing Benjamin Franklin during a speech in the U.S. Senate in 1842.

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What Does Wealth Mean to You?

Submitted by Moneywatch Advisors on March 29th, 2021

Two hosts of a podcast I’m listening to recently described their relationships with money after both growing up poor. Their thoughts started me thinking, again, about people’s views toward money and what affect it has on us psychologically.

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Make These Moves Now to Reduce Your 2020 Taxes

Submitted by Moneywatch Advisors on November 16th, 2020

“You must pay taxes. But there’s no law that says you gotta leave a tip”, said somebody once. So check now, while you still have time to do something about it, to see whether you’ll owe or get a refund when you file next year. If you believe you’ll owe, below are some moves to reduce or eliminate that amount.

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Life Lessons From the Silver Fox

Submitted by Moneywatch Advisors on October 20th, 2020

A friend – a friend of everyone he met, actually – recently died. Known affectionately by many as the “Silver Fox” as much for his personality as for his looks, our friend truly loved people and life. In fact, he was the kind of guy who never had a bad day. At his funeral, one of his several eulogists listed our friend’s 10 keys to living a good life. I find them so compelling I want to share them with you:

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Answers to Two Recent Financial Questions

Submitted by Moneywatch Advisors on September 29th, 2020

As you might expect, I often get questions from clients, friends and acquaintances regarding finances. When 2 or 3 people ask, there are probably more as well, so here are two recent questions: 1) What does it mean to max out my retirement savings? 2) Should I pay off my mortgage early?

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My Cousin's 252-Day Self-Funded Sabbatical

Submitted by Moneywatch Advisors on September 21st, 2020

I have a cousin who was born when I was a freshman in college and we’ve grown rather close in recent years – mainly thanks to him – so when he called around the first of the year to tell me he had quit his high-paying job I was tempted to yell, “Are you crazy?!” I care for him a great deal, you see, so my financial planner brain started to mentally calculate the future value of his lost salary over the next few months. I didn’t react that way, fortunately, and I slowly started to see his wisdom as he explained his motivation. It wasn’t that he hated his job – he was a well-compensated regional manager for Target – but that he yearned to see the impact of his hard work more directly. As it turns out, his professional journey is actually becoming more common.

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