by Chris GrandeAugust 18, 2014 Downsizing, Observations & Analysis A Whole New Paradigm When Choosing Where to Live One issue I’ve been tossing around my head the past few months is the question of where is the ideal place … Read More
by Chris GrandeFebruary 5, 2014 Video Presenting the Roth IRA This is a fun clip we created to outline a few of the benefits of the Roth IRA: Read More
by ChrisMarch 26, 2012 IRA Planning, Retirement Income Planning 72T Questions Increasing As More People Choose to “Retire” Early If you’re like many people, you’re getting sick of working at your job. And instead of continuing to look for a job similar … Read More
by ChrisJanuary 11, 2012 Downsizing, Financial Planning, Observations & Analysis, Retirement Income Planning WSJ: “Don’t Let Grown Kids Ruin Your Retirement” “How much are you willing to sacrifice?” Mr. Ellis recalls asking the retired couple. “Are you willing to give up … Read More
by ChrisNovember 22, 2010 Observations & Analysis Do You Invest Like a Man or a Woman? Some investing tests are showing men to be more capable than women at answering investing/money questions - and this is … Read More