Begin with the end in mind. That sounds obvious enough, doesn’t it? When I finish writing this column, I’m planning to drive for four hours. But not just anywhere. I want to arrive in Baton Rouge at the conclusion of my drive. I’m not going to just get in my car and drive. I intend …
What Do I Do with My Retirement Plan When I Retire? Part 1 Read More »
All she ever wanted to do was stay at home. When she and Craig first met and married, Anna chose a pretty traditional route for a woman of her generation. She stayed at home to focus her time and energies on raising their three boys. Though her boys each married women that chose to work …
If you are old enough to remember when yearbooks were more popular than Facebook, you were an adult in the pre-Internet era. That seems like a long, long time ago. Today we often refer to Facebook and other such websites as “social media” or “social networks.” The idea is that the Internet facilitates the interaction …
We got to an LSU football game once, only to discover we’d left the game tickets on the kitchen counter (stop laughing…you know you’ve nearly done the same). That wasn’t as bad as the time we got to Disney World, four Magic Kingdom manic kids in tow, only to discover we’d done the same things …
What’s the first thing they do when you go to a doctor’s office? OK, well yes, they check to make sure you have insurance. But what else? OK, you got me. They make you fill out a clipboard full of information that you fill out every single time you go to the doctor’s office. My …
“They’ll let you buy fresh dough and do it yourself,” Harrison offered. “You just get it in a big ball of dough, take it home and make your own. It’s cheaper!” I started thinking about flour all over the kitchen counter (and floor), chopping up dozens of ingredients, a hot oven and my spotty history …
DIY in the Kitchen and in the Retirement Account Read More »
The only thing she had left of him was his estate. If she lost that, she would lose him. It became obvious in our first conversation that she wasn’t here to talk to me about stocks, bonds, houses, buildings, businesses, or timberland. She had inherited all of that from her father. From a purely financial …
Inheritance: Is It a Burden, Barrier, or Benefit? Read More »
“If I have my mind, I can work.” “Great,” I answered. “Let’s test that theory out.” I opened my drawer and pulled out a hammer, laying it gently on the desk between us. “Please place your hand palm down on the desk,” I said. “Your off-hand is fine. And please don’t move it…the hammer can …
It would be a one-time expense. He was not asking my permission. He was notifying me of a change I was now being tasked to make in his retirement plan. He drove that change to our meeting. I had not previously thought of him as a tricked-out Escalade kind of guy, but there he was …
“That’s never going to happen.” She held a binder in her hands with papers, charts, and projections outlining the process of how she and her husband might gradually replace the income they each earned through working with income that comes from their accumulated assets. Otherwise known as a retirement plan. “Now hold on a minute,” …
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