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Archive for March, 2011

Luck of the Irish

Posted in Investments, tagged , , , , , , on March 17, 2011 | Leave a Comment »

Has your portfolio been kissed by the luck of the Irish or cursed by the Ides of March? This month marks the two year anniversary of the bull market after a vicious decline during the financial crisis and a long, miserable recession. People are starting to feel a bit better about investing, but if you [...]

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Talk with your Tax Preparer

Posted in Taxes, tagged , , , , on March 16, 2011 | 1 Comment »

If you haven’t already begun the process, you officially have less than a month (ok, you technically have until Monday, April 18th to file this year, but I digress) to face your 2010 taxes. We often procrastinate in doing this, finally getting around to amassing the seemingly unnecessary pile of paperwork our tax preparer has [...]

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The (Second) Most Wonderful Time of the Year

Posted in Taxes, tagged , , on March 15, 2011 | Leave a Comment »

Mid-March. Northern climates are emerging out of their winter cocoon as temperatures climb, while southern climates (of the northern hemisphere) savor outdoor temperatures perfect for all types of recreation and pleasure. Yes, nature and love are in bloom—not to mention the pent up energy of children. Yet two creatures remain in hiding—college basketball fanatics, and [...]

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Do You Need Financial Therapy?

Posted in Financial Planning, tagged , , on March 14, 2011 | 4 Comments »

It’s my favorite time of year. You may be wondering if that has anything to do with spring. Perhaps partially… I do enjoy the cleaning and de-cluttering that traditionally happens this time of year.   No, today marks the first day of the high school lacrosse season, which for me is also ‘coaching season.’ Even [...]

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Life and Debt

Posted in Credit/Debt, tagged , , , , , , on March 11, 2011 | 3 Comments »

Warren Buffett issued his annual letter to shareholders on February 26, 2011, and as always, it is packed with timeless nuggets of wisdom in Buffett’s witty and matter-of-fact style. While addressing the investment activities of Berkshire Hathaway is a given in this letter, Buffett took an interesting turn this year and spent a few moments [...]

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How Much Cash is in Your Garbage Can?

Posted in Spending, tagged , , , on March 10, 2011 | 3 Comments »

I am not big on resolutions and don’t make them at the dawn of the New Year. If I am not happy with how things are going, I consider an area that my behavior is different than I want it to be and try something new. No “shoulds,” no shame, just checking out other options. [...]

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How Could Retirement Be Better Than This?

Posted in Retirement, tagged , , , , , , on March 9, 2011 | Leave a Comment »

When you think about your retirement, what images come to mind? For many of us, including me, the picture of retirement is not very clear. We know how we spend our days now. For some of us, it is easier to picture what we will stop doing than it is to picture what we will [...]

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You’re Engaged. Now What?

Posted in Financial Planning, tagged , , on March 7, 2011 | 3 Comments »

So he got down on one knee and popped the question. You told him “Yes!” What happens next? Perhaps saying yes was the easy part. After you’ve called your family and friends to announce the good news the real work sets in. Let’s take a look at some questions and guidance that we might give [...]

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Wayne, Burt, Willie and U Can’t Touch This

Posted in Spending, tagged , , , , , on March 4, 2011 | Leave a Comment »

Have you challenged yourself lately? Did you take on the 7-day Cash Challenge? What were your results? The feedback I have received is that most ran out of spending cash by day 4 or 5. If you started the Challenge on a Monday, the upcoming weekend looked pretty bleak. That is the point behind the [...]

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You, Your Parents, and Long-Term Care

Posted in Medical & Health Issues, tagged , , , , on March 3, 2011 | 1 Comment »

Even after you are all grown up, your parents can still have a big impact on your life. Even though they want to be independent, and you want them to be, you may feel the need to help them in a number of ways, both formal and informal. Many children help their older parents directly [...]

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