Tag Archives: Tax Planning


Do I have enough money to retire?

Retirement is a big decision. Actually, it’s a series of decisions that travels the timeline of your adult life, from your first job to your last breath! It’s a big question: CanRead More…


Retirement Downsizing: Myths, Rules of Thumb, Common Sense and Financial Planning

One of the biggest myths around is that you will be spending less money after you retire. Sure, it’s possible, but think about it. Your income will likely be lower and pricesRead More…


Money Skills: Passive Core-Satellite Investing for Serious Wealth Building

The Fix The Investments Series Core-Satellite. Core and Explore. A rose by any other name… Often called Core and Explore, the basic portfolio construct is to have a CORE position in largeRead More…


I Love Money!

“I love money! I love everything about it. I bought some pretty good stuff. Got me a $300 pair of socks. Got a fur sink. An electric dog polisher. A gasoline poweredRead More…


Money Skills: Build Intelligent Investment Portfolios to Build Substantial Wealth

The Fix The Investments Series Volatile markets offer the perfect opportunity to reflect on your personal approach to investing and wealth building. October 2018 showcased the uneasiness than can develop in financialRead More…


Facts and Wishful Thinking

“We want only the facts that justify our acts—the facts that fit in conveniently with our wishful thinking and justify our preconceived prejudices!” – Dale Carnegie