One night a few weeks ago, I was driving to meet my husband for an event. I left at precisely the right time to watch an amazing sunset as IContinue readingThe Price of Stock

By the time you are in your 50’s and 60’s, a significant portion of your portfolio should be invested in bonds, from 20% to 50%, according to many online assetContinue readingThe Reality of Bonds

Most of us are unintentional, sideline investors who don’t necessarily understand their assets they invest in. It’s not something we learned in school and wasn’t required for our jobs. WeContinue readingThe Things You Should Know

I was late with the recurring weekend post. It was written; I just couldn’t post it. We flew back from Berlin on Monday where my husband attended a global companyContinue readingThe Illusion of Control

Sometimes procrastination is avoidance of the unknown. Trading that insider comfort of the known by avoiding the discomfort of discovering the unknown and the subsequent consequences. Back in February, IContinue readingInsider Trading

What I am about to describe will explain a lot including the featured image of a paint can with GENNEX on it. Gen X isn’t only the “forgotten generation,” inContinue readingAll-In Do-It-Yourself

At some point in your life, you will need help with your personal finances, alive or dead. It’s hard to ask for help but even harder to ask when itContinue readingSeeking Financial Guidance – Who to Engage

A Cautionary Tale of When to “Run, Runaway“ From competing priorities to lax data and security protocols, I’ll demystify who to avoid when seeking out financial guidance from professional advisoryContinue readingSeeking Financial Guidance

Over the last 17 months, I have been a “ghost” executor of an estate. While not officially named, I did most of the work, transitioning an IRA to inherited ones,Continue readingThe Secret Club

There is a large sign alongside monotonous Highway 20 in Iowa on both the westbound and eastbound lanes that isn’t the typical DOT version. The sign, however, is not self-explanatory.Continue readingThe Crater vs. CVL

If I were to write only about the annuity, not many would read any further. Throwing in alcohol to make you curious how I will parallel the two is aContinue readingThe Annuity and Alcohol

Gold, real estate, a business, a baseball card collection or that rare family heirloom, which reminds me of the Frasier episode (Cheers spin-off – classic old school comedy). Alternative investmentsContinue readingAlternative Investments

While a formal education is still a worthwhile investment and holds immense value, there are aspects that are not being considered when they should be given the amount of resourcesContinue readingThe Value in Education

As great as it sounds like a cure-all for the happiness you seek and the solutions to all your problems, it’s the opposite. There are a lot of reputable investingContinue readingThe Enticing Investment

As hard as some have tried to change them, some things will always stay the same. One of many who has tried renaming the concept of retirement is Prudy Gourguechon,Continue readingRetirement is Doing Something Different