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TCI Blog
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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 ...
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Correcting some Common Tax Misconceptions
By Sam Swift, CFA, CFP® 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 finge...
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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 millio...
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Letting Go
By Sam Swift, CFA, CFP® 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 […]...
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One Tweet is Worth 1,000….Trades?
I had an interesting article passed along to me a couple of weeks ago and it’s only become more relevant since: Discount Brokerages to Donald Trump: Keep Tweeting There are a couple lessons here that we can address: This is actually good insight into how markets process information, and This is f...
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A Lesson Learned
By Sam Swift, CFA, CFP® I’m fortunate to be part of a year-long program this year focusing on leadership. I look forward to hearing different perspectives and how I might implement the lessons across my professional and personal life. But I bring this program up not to tell you about what’s in ...