Each year, open enrollment arrives with a familiar checklist of forms, including plan comparisons and contribution elections. Most employees begin the process by opening the benefits guide and reviewing the available options. While that approach seems logical, it may actually lead to the wrong quest...
A Phoenix couple retires in 2023. (They’re fictitious, but their situation isn’t.) The following year, they sell a rental property they’d owned for two decades — a smart move that freed up capital and simplified their finances. The property had appreciated nicely. The timing made...
“The Happiest Place on Earth” I took my eight-year-old son, Eli, to Disneyland last week. Just the two of us for three days, no agenda beyond being together. I had planned the surprise quietly for weeks. I wanted to do something that belonged only to him during a season of life that has asked ...
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...
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