Notes from a personal trainer turned financial coach
Short reads on the money side of a strong, healthy life. One idea at a time, in plain English, like a good training tip.
Your 401(k) has a silent partner
The balance on your retirement statement isn't all yours. Here's what that means for your retirement income, and why it helps to have money in more than one tax bucket.
Business ownersThe four groups of people your business depends on
Every business plan should protect four groups: your team, your partners, your family and your heirs. Here are the twelve questions I ask business owners.
Financial fitnessThe January gym problem, and your money
Every January the gym fills up, and by March it empties out. Money plans fail the same way. Here's what four years as a personal trainer taught me about building a plan that sticks.
Family protectionOne folder your family will thank you for
If something happened to you tomorrow, would your family know where everything is? A simple checklist for the one folder that makes a hard time easier.
Living & healthWhat if you get seriously ill and recover?
Most plans cover the worst case. Few cover a year off work with a heart attack, cancer or a stroke. Here's the gap I close most often.
Reading is good. Measuring is better.
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