Category Archives: Articles That Could Change Your Life
Exercise the Options, Sell the Stock
A friend of mine finally was able to retire last year, albeit quite a few years later than he had planned on. He was a tech engineer in Silicon Valley who, like many employees, was rich on paper with company stock options he was relying on for his retirement. At that time with the technology [...]
Solving the Wrong Financial Problem
“He was solving the wrong problem.” There it was, a single sentence that articulated one of the biggest challenges in financial planning, five words that encapsulated what I’ve spent a career trying to define and resolve. Our team of planners was sitting around the conference room table discussing the day’s events and reviewing what went [...]
Teach Your Kids Financial Know-How
It’s Friday afternoon, and Garrett Jay is surrounded by 30 kids at the mall. He’s not giving away tickets to the IMAX, but the adventure is about to begin. Garrett runs Money Lessons For Life, a business dedicated to teaching children the day-to-day issues of money, and these field trips help them experience that first [...]
Just Tell Me What To Do!
As financial educators, we hear this every week, sometimes on a daily or even hourly basis, depending on what is going on with the market and the economy. Our callers and workshop participants reach a point of total surrender, where they want us to make a decision for them. Don’t educate me, they are saying. [...]
