The Investment Coach
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Financial planning is about your future. The “money aspect” focuses on the question, “Will you have sufficient funds to secure and sustain the future you envision?” Financial life planning embraces the greater complexity of life and relationships, recognizing that finances are only part of a…

Your plane takes off, soars upward through the cloud layer, and levels out in a clear sky somewhere above 30,000 feet. Finally, the captain gives an “all clear” and proclaims, “You are now free to move about the cabin.”

A concern for ventilators dominated COVID-19 daily briefings. You may have thought, “If I need one, will there be one for me?” In the early stages of the viral onslaught, there was talk of deciding who would a besieged doctor work to save and who would be allowed to die? If I’m a really sick…

Trying to get a handle on our post-coronavirus future? Follow the money.

One consequence of the “stay home” mandate is more time to watch and read news stories. That could be dangerous to your mental health.

Congressional bill writers love acronyms, which make obtuse legalese sound sexy. Witness the SECURE Act of 2019, “Setting Every Community Up of Retirement Enhancement Act.” With 29 provisions, the text is more “ponderous” than “sexy.” With SECURE Act changes, many of you should review, poten…