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

If someone asked you about the market, your answer would vary depending on the context. It could be the supermarket, the farmer’s market, the public market (like Milwaukee’s and Seattle’s),Continue readingThe Market

Cold, hard cash in the refrigerator/freezer, the pantry/laundry room, closets, in random books, in a safe not bolted to the floor or wherever creative place you have come up withContinue readingStashing Cash

Risky behavior, we do it without a second thought. You take a distracting call as you’re speeding, weaving in and out of traffic, read or fumble a quick text atContinue readingWhat You Don’t See

It’s baffling how Americans can endure carrying credit card debt at unbelievably high interest rates (21.67% – 24.72%) knowing they will have to pay that balance as it exponentially grows,Continue readingThe Tangible Element of Investing

We’ve become a culture of tangibleness. Where buying the car, wearing nice clothes, posting the travel pictures, having your dream place filled with lots of things, raving about you orContinue readingThe Intangible Aspect of Investing