When the temperatures here in Phoenix start rising each year, desert-dwellers share one thought in common: It’s time to escape for a while. For many, dreams of owning a getaway in a more temperate climate, whether cooler or warmer, abound. Some years ago, clients of ours built a cabin in the White...
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Every spring, a buzz about tax refunds fills the air. It’s no surprise; the idea of receiving money back from the government tends to spark excitement. When I join client meetings, the tax refund conversation often revolves around two main themes: how clients plan to spend their refunds or how...
As John F. Kennedy said, “Change is the law of life. And those who look only to the past or present are certain to miss the future.” Kennedy wasn’t specifically talking about financial planning when he said this, but he might as well have been. Much like death and taxes are the two things that...
Investing, by definition, is a long-term exercise. It’s not about what happened yesterday or what may happen in the next month or so. For most of us, it’s about how the markets will perform over the next 25 to 30 years or more so that we can achieve our long-term financial goals. Speculation on ...
Ahhhh, retirement! Many people dream of reading in a hammock, making travel plans, playing golf or tending to their garden. They envision bold adventures or relaxing days. Who doesn’t dream of such leisure and freedom in the distant or not so distant future? Well, to be honest, me. I hold the un...
Dia de los Muertos lands on my birthday. There are some interesting feelings to unpack as I think about another year older and the All Souls Procession in Downtown Tucson. According to The Mexican Museum, “Día de los Muertos acknowledges the symbiotic relationship between life and death. El d...
We’ve all heard truisms such as “Health is Wealth,” and when something goes wrong with this resource that we tend to take for granted, we do quickly realize that health in all its wellness aspects—physical, mental and emotional—is one of our most valuable assets. In my work at TCI, I ofte...
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