Yes, Dad, You Did Actually Teach Me A Few Things

In honor of Father’s Day this Sunday, I thought I’d relay some lessons my father has taught me (consciously or not) throughout the years. Don’t spend more than you earn. This seems obvious, but evidence says many of us forget this. It’s hard to not take advantage of easy credit when you know the minimum payment will be easy to make, but Continue Reading

The Age-Old Question

By: Lori Booth-Houle, CPA, CFP® “Age is not a particularly interesting subject.  Anyone can get old.  All you have to do is live long enough.” – Groucho Marx How much time do we each have to live?  As planners, the reaction we get from clients if we do a retirement cash flow analysis and project out to the client’s age 95 is generally Continue Reading

Correcting Some Common Tax Misconceptions

Well, hello there. How's that for a catchy title? You may have noticed that there hasn’t been a blog posted in several weeks now. With various work and personal travel plus some extra responsibilities around the office, I haven’t been able to put pen to paper (or fingers to keyboard, I suppose) in a longer time than I’d prefer. This is why I’d like Continue Reading

What’s Your Number?

Do you know what your number is? I sound like an ad for the Sleep Number mattress, but what I mean is do you know how much you need to accomplish your goals? Retirement, college funding, the flexibility to travel, etc.? In my experience, many have this number in their head—“I just need $1 million…”—but don’t have the necessary context behind it. Continue Reading

Letting Go

Spring cleaning is just around the corner for many, but being that I live in Tucson and we are pretty much in Spring from January-May my wife and I got started early last week. We never feel as if we keep too much stuff around, but that hypothesis was once again tested (and proven false) when we started going through the closets. For example, Continue Reading