Financial Myths

Ensuring your prosperity in the years to come using resources you have today.

Things That Social Security Can’t Tell You

This post is not a myth.  It’s a more thorough response to a question asked at the end of my last two-hour Social Security class:  “What are the things Social Security can’t tell me”.  This question has been asked once before, probably intended as a “gotcha!” but I was baffled both times, having just spent 90 …

Things That Social Security Can’t Tell You Read More »

This is what most folks want to do on vacations these days

What’s the number one thing you want to experience on your next vacation? A new adventure? Local sights or the most authentic version of your favorite dish? These days, more folks want meaningful interactions when they travel.1 They’re not just looking for fancy hotels with spas, group tours, parasailing, and the typical resort fare. They …

This is what most folks want to do on vacations these days Read More »

Why I’m a [rational] optimist

For the past few months (years, really) it seems like there’s a 24/7 stream of bad news bombarding us all the time. Markets, the economy, housing prices, grocery store prices, gas prices, and that whole COVID thing that’s still happening. It’s a lot. So, what do we do? Do we give in to doom-scrolling and …

Why I’m a [rational] optimist Read More »

If It Upsets Me, It’s Bad

I don’t believe that title at all although I admit I used to (and still do, for fleeting moments), that unless a person, place, thing or event made me happy it was “negative”.  (By the way, this post is closely related to my November 14, 2021 post about Bullies.)  Constant, uninterrupted “happiness” is highly overrated …

If It Upsets Me, It’s Bad Read More »

The Texas Two-Step Is a Dance

Well, the Texas Two-Step IS a dance but not the version I’m referring to.  It’s a crazy, unbelievable legal liability dodge that shouldn’t be legal.  It says a lot that it’s only legal in Texas and Delaware which, as Credit Slips blogger Adam Leviton portrays , seem to be in a race to the bottom …

The Texas Two-Step Is a Dance Read More »

Ready To Start?

Get one step ahead of the wealth preservation game by getting in touch with us today for more information, and to get started.

interactive_brokers_productcard-5c61eec746e0fb0001f25462 (1)