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Monthly Archives: June 2017

Net Worth(less), More Than You Know

Ok, Mike Meyers (Wayne) and Dana Carvey (Garth) may be wealthy, but your Net Worth is not the amount you believe it to be…and here is my little story behind that statement. I got a call the other day from an old colleague I used to work with. He project-managed …

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Death & Finances: Managing Both Duty and Emotion

At some point in our lives, we are going to undertake the overwhelming responsibility of closing out a loved one’s life.  It’s a topic most of us want to ignore, but when it happens and the burden of responsibility falls onto your shoulders (either as executor or personal representative), understanding …

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Net Worth May ’17

Summary: After decreasing $80k last month, picking up $12k (or 2%) is a dream come true.  As mentioned in the April ’17 update, this was a well calculated move in my portfolio and took me 15 years to get to this point (started at 22 yrs old).  The next 3+ …

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