Like most parents of school-aged children, I recently went through the time-honored tradition of shopping for the many items on the annual back-to-school supply list. As anyone who has had to complete this search knows, it can be equal parts exciting, exhausting, and expensive. I know the tradition ...
Most retirees enter retirement with money spread across multiple account types: taxable brokerage accounts, traditional IRAs, 401(k) plans, Roth accounts, maybe a pension or annuity. That raises the question: which accounts do you use first? The conventional wisdom is simple: spend taxable account...
Gary had the date circled for three years. January 3rd. He’d hit his number, cleared his calendar, and told his team in November. What he hadn’t planned for (couldn’t have, really) was the Tuesday morning in February when he woke up with nowhere to be and no idea what to do next. ...
Summer has a way of creating space for reading that the rest of the year doesn’t. Whether it’s a slower pace on vacation, longer daylight hours, or simply the pull of a good book by the pool, I look forward each year to digging into my ever-growing stack. My tastes tend to lean to...
Most of us start the year with good intentions. We set goals, outline priorities, and imagine what life could look like if this year really is different. Then life happens. Tax season arrives, calendars fill up, travel plans take shape, and suddenly the year is more than halfway over. If your finan...
Why Happiness Alone Falls Short I’ve been playing guitar off and on for thirty-three years. As a teenager, I thought learning a few popular songs would make me seem cool to my friends, and that being cool would make me happy. Decades later, I’m still not very good, despite experimenting with...
This Father’s Day is different. For the first time, I’m celebrating as a dad. This has me thinking a lot about fatherhood and legacy. In November, my wife Jessica and I welcomed our son, Micah Trey, into the world. I’ll never forget the moment I first held him. As I hold Micah today, I f...
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