What’s on our mind
“An investment in knowledge, pays the best interest.”
Ben Franklin
When it comes to financial matters, opinions often masquerade as facts. That’s a dangerous thing.
Our biggest value is helping clients cut out the noise, clarify what it is truly important in their lives, and create a plan that works for them.
Turning your Pile into a Paycheck Part II: Living too long.
Turning your Pile into a Paycheck: Part II: The dangers of living too long: Inflation and Stock Market Risk Quick summary: In the introduction to our series called “Turning your Pile into a Paycheck. we posed the question: How do you know how much you can withdraw...
Turning your Pile into a Paycheck. How should you invest your TSP after retirement?
Turning your pile into a paycheck. How should you invest your TSP after retirement? (Introducing a new series on Retirement Distribution Investing) When you retire from the Federal government you have a big decision to make, one as important as the decision to retire...
Leaping before looking. A FEDS biggest retirement mistake.
Leaping before looking. A Feds biggest retirement mistake. Today, I’ll explain one of the biggest mistakes federal employees make with retirement. Leaping before looking. In my 20 plus year of experience, I find too many feds fixate on their FERS pension as the only...
Willpower alone won’t work. How to really break mad money habits
Getting better with money is also NOT a knowledge problem. But many people believe it is. In James Cleary’s best-selling book, Atomic Habits, he outlines strategies to improve our lives by developing better habits. It’s a small, but powerful book. For me, the basics...
Ice Cream Brain. What ice cream trucks can teach us about investing.
As a father of three little girls, I can certainly relate to the image below. Kids flocking eagerly to the neighborhood ice cream truck, excitedly waiting, hoping their favorite treat is still in stock when it is their turn. The picture from years ago could have been...
Tax worries? Infrastructure concerns? A Mission Point Timely Update
Tax worries? Infrastructure concerns? Are you tired of hearing about taxes? Me too. But here we are. So let's dive in. So, we've got dueling infrastructure bills, plus a big proposed budget with lots of spending (and higher taxes inside). That's a lot of expensive...
Webinar replay now available! “From the Election to Now”
Dear friends, In case you missed last week’s very informative webinar we have the replay available! Simply click the link below to go to the video. From the Election to Now. An update on the markets, the economy and what’s on deck. As quick reminder, our discussion...
Money Lie #1 I’ll be happier when I have $___________
Do you think you’re telling yourself the truth about money? We may think we know the facts about our finances. But our beliefs can often overshadow the facts. Our wishes, hopes, and fears can tip the scales away from the truth. This makes it easier for us to believe...
More Taxes in 2021? Will Biden’s plans help or hurt you?
More taxes in 2021? Will Biden's plan help or hurt you? Let the debate and prediction begin. President Biden’s administration has outlined a tax policy built upon the agenda introduced during his campaign. Biden’s tax plan focuses on raising taxes on corporations and...
More spending must equal higher taxes? Right?
More spending must equal higher taxes? Right? That seems likely with a $2 trillion American Jobs Plan (that could eventually cost trillions more) on the table to bolster America’s crumbling infrastructure and invest in R&D.1 What could those tax hikes look like?...
Replay Available! Traveling in 2021? with Scott Hunter the Traveling Man.
Traveling in 2021? Know before you go! Special Webinar with Scott Hunter the Traveling Man. Our most recent interview with Scott Hunter ‘The Traveling Man’ is now published for your viewing. In this wide ranging interview, I left my financial advisors hat at home and...
American Rescue Plan Act of 2021 (what’s inside)
So, the next (final?) round of stimulus was passed by the House after being modified in the Senate. Today (March 11th) President Biden has signed the American Rescue Plan Act of 2021 into law. Let’s dive in. The $1.9 trillion bill called the American Rescue Plan Act...
