No matter what financial situation you’re in, planning for retirement can feel like a daunting endeavor. Whether you are starting out in your career or retirement is rapidly approaching, the looming question everyone faces is, “how much money do I need to retire?” You can come up with some num...
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This week I couldn’t stop thinking about this illustration (above) from Carl Richards. It deals with loss aversion, but I wasn’t necessarily thinking about it in a financial context. This is a busy sports weekend: Super Bowl on Sunday, the Winter Olympics are taking place and itR...
At TCI, we have six well-defined core values that shape our culture, influence how we hire and with whom we work. Together the six values align to create an incredible tool that allows us to fulfill our mission of empowering purpose-filled lives for our clients. One of those values, in par...
Whether it’s sharing observations on topics relevant to your financial well-being or providing insight on our investment philosophy, nearly every week TCI blog authors strive to empower and educate our readers. As the year winds down, this week we thought we would look back...
Tax planning is a fundamental part of financial planning. Yet, there’s a misguided notion amongst some members of the financial industry and individuals that the goal of tax planning should solely be about MINIMIZING your tax bill. While this may have some short-term benefits, in actuality, the go...
When I was much younger than I am now, I married my husband Craig and moved with him from our home state of Vermont to Scottsdale, Arizona That sounds like a very typical, almost ordinary experience in one’s lifetime. But in fact, it turned out to be one of the most remarkable and far-reachi...
This summer sure felt different than last summer. For many there has been a gradual return to normalcy: a joyful family reunion, a long-postponed vacation or a breath of fresh air without a mask. Yet, as the summer begins to wane we’re reminded how precarious normalcy can be these days. Consid...
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