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Retirement

Your Financial-Life Balance

THE BALANCING ACT It’s no secret that dialing into a balanced life is no easy feat. Sometimes you are completely unaware of how upside down things are until someone points it out, or an event happens that forces the issue – such as missing a family obligation, or being on …

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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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My Social (in)Security Complex

There is only one thing I love more than my current Net Worth,  the future value of my Net Worth.  I created a simple ledger in excel that projects a 5% annual growth rate for individual assets and amortizes liabilities over their contractual life.  I use conservative values in order …

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