Tag: planning
Living an Examined Life: 8×3 Days + The Four Ashramas
In my early 20s I lived with a Costa Rican farmer. A seemingly healthy man with a happy disposition, I assumed he
Fear Is A Helluva Drug
If you pay any attention to financial punditry, you will always be able to find someone making bold predictions about
What Issues Should I Consider At The Start Of The Year?
The beginning of the new year is the perfect time to discuss the various factors influencing your planning. For example,
Beneficial Ownership and the Corporate Transparency Act
With each new year we welcome an array of new laws and regulations. A notable inclusion in 2024 is the
Charitable Contributions in the Season of Giving
As the year winds down and the season of giving takes hold, we wanted to take a moment to revisit
To 529, or Not to 529?
…THAT is the question. Like us, you may be debating the best way to save for your child’s education. You
Five Financial Myths We Need to Bury
In a world increasingly fueled by clickbait headlines and social media algorithms, easy one-size-fits-all advice and quick hacks get plenty
The Great Game of Generational Wealth: Your Guide to Estate Planning
In the immortal words of Benjamin Franklin, “In this world, nothing can be said to be certain, except death and
Cybersecurity in the Age of AI
Imagine a world where machines can think, learn, and adapt at lightning speed, transforming our lives in ways we never
Dennis McNamara Invited to Join the Kiplinger Advisor Collective
Incredibly honored to share that I’ve been invited into the Kiplinger Advisor Collective, joining a brain trust of financial experts
A Cautionary Tale: Baby Boomers Want a Do-Over
A recent study by Annuity.com reported that if Baby Boomers could go back and make different choices, most would prioritize their health
Living Your Eulogy Virtues
Awhile back in our piece on Minimalism we touched on the topic of death. Inspired by John’s January newsletter reflections
End of Year Planning
Some end-of-year housekeeping and planning strategies to close out the year on a good note: Review your portfolio: with upcoming