TCI helps clients navigate through all kinds of changes, but retirement is most often the major life transition that causes people to seek us out in the first place. As any client knows, there are countless numbers and scenarios to run through to make sure one is on track to achieve their goal, but ...
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The big news this week was a higher-than-expected jump in the month-to-month change in the cost of a basket of goods (which includes energy and housing, which tend to be more volatile)—in other words, the government data officially confirmed what most already suspected, we are starting to see some...
“The NFL draft wrapped up a few days ago, so this week I thought I’d open the TCI blog vault and highlight one originally posted in May 2014 that still holds true. When gauging how a football player will do in the future, people are only able to make judgements based on how they perf...
President Biden recently released outlines of a tax plan that he will be asking Congress to convert into law and pass. Like any proposal, it is no sure thing that any of the headline changes make it into a final bill or whether a final bill even sees the light of day. Nevertheless, it’s been [&hel...
One of the most common questions that comes up when I’m working with clients is how to prioritize debt paydown vs. contributing to (or not pulling from) their investments. The good news is that either choice increases net worth, so the question is better framed as, “what side of the ledger is it...
What do you think about the market? The market has been doing pretty good, huh? The market got hammered today. The market reacted poorly to the latest news out of Washington. The market loves the new legislation in Washington. You’ve almost certainly heard your friends say these phrases or seen th...
Getting a new puppy in the middle of a pandemic was admittedly an impulsive decision. After all, we already had a dog, Luna, who had been the canine-in-chief of our household since 2005. All that changed when Oreo, a pudgy ten-pound pup the size of a football, bounded into our lives. Now, seven mont...
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