Insights & Observations Blog

Insights & Observations

Context and perspective to improve behavioral  finance patterns and  make smarter financial decisions. A focus above the fray, on what matters most for effective financial outcomes and goal achievement.

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    Article library & special past blogposts

    News articles to help you and others make better financial decisions. Topics include investor behavior, smart financial choices, investor pitfalls to avoid, inter-generational wealth issues, fiduciary process, and other topics.

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    Action steps to reduce the risk of identify theft

    The Equifax data breach increases the risk of identity theft for 145 million Americans. Consider and take these action steps to help protect yourself.

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    Live long and prosper

    You may be able to spend more in the early years of retirement than you thought. Retirement spending strategies have always been an important part of smart planning; incorporating new research about longevity and spending patterns of retirees leads to even wiser decisions.

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    What do updated annual savings limits mean for planning?

    The IRS recently released the indexed dollar limits for qualified retirement plans for 2017. The amounts remain largely unchanged,

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    Financial Planning Tips and Perspectives

    Legal Documents Every 18+ Year Old Needs Young adults often aren’t aware of the importance of creating certain legal documents for themselves.  Without prior experience, they often fail to realize that their parents or other trusted adults are legally unable to help them after age 18, in critical medical and some other situations.

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