I've been straying off the beaten path lately in my work at The Table. Delivering unbiased financial advice without a product sales pitch is important to me and the work I do as a CFP® and an AFC®. I became intrigued by making short little videos such as this one for my clients and friends … Continue reading One-minute videos: my new obsession!
Tag: the table financial planning
I am not going to bury the lead: "short-term" does not apply to your long-term investment goals. While everyone has different ideas and goals for those long term assets, it shouldn't matter if you are 5 years or 35 years away, your investment allocation should already be set appropriately for that time horizon. But, oh, … Continue reading Fighting short term jitters
Take a short timeout before summer is over to consider retirement savings.
Summer vacation season is coming to an end here in Arizona, even if summer temps are not leaving us. Now is a good time to take a look at two things related to the new school year: back-to-school budgets and tax credits. I don't have to tell any of you who are parents that kids … Continue reading Back-to-school in AZ: think tax credits!
Many folks grapple with this situation: do I save for my own retirement or do I help my kids with college expenses? My bottom line answer is this: your kids can get low interest loans for college -- you can’t do that for retirement. Easy to say, but there's a lot more to it than … Continue reading Retirement & College on sale!