BLOG

BACK OF THE ENVELOPE

IF I COULD GET MY PRE-RETIREE CLIENTS TO DO ONE THING, it would be to put together a solid, tight budget of what they will spend during retirement. I HAVE FOUND THAT FAR TOO MANY PEOPLE SPEND TOO [...]

NO MORE MR NICE GUY

DO YOU LIKE TO BE AROUND NICE PEOPLE?  Work with them?  Spend your social time with them?  Is this a trick question? IT IS SAFE TO ASSUME THAT, ALL THINGS BEING EQUAL, we would prefer the company [...]

FREE INVESTING

DO YOU KNOW THAT YOU CAN INVEST FOR FREE?  Well, almost!  There’s no catch!  You can open a brokerage account at Vanguard at no charge and buy an ETF that owns thousands of stocks.  And the [...]

MY MOTHER PASSED AWAY

MY MOM PASSED AWAY ON THE MORNING OF SATURDAY, FEBRUARY 25TH.  I flew back to Tacoma to see her but she had passed before I arrived.   I AM THANKFUL TO BE HER SON.  You only get one Mother and I [...]