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Exception to the Rule of Thumb

About a week ago, I read a headline “70 is the New Retirement Age”.  It came from an article in Money magazine penned by Suze Orman.  Orman, as many of you know, is a former financial advisor turned author and TV host.  The success of her writing and television career...

Pleasure Today, Pain Tomorrow

Watch this 30-second clip (transcribed below). “I never get enough sleep.  I stay up late at night because I’m Night Guy.  Night Guy wants to stay up late.  What about getting up after 5 hours’ sleep?  Oh, that’s Morning Guy’s problem.  That’s not my problem; I’m...

Planning to Give

August is not a time we typically hear a lot about charitable giving.  Most donations occur at the very beginning or end of the year, which on top of making mid-year cash flow a challenge for nonprofits, also means that their causes are often out of sight and mind. In...

When I’m 65

Last week I attended “Building the Bridge to Ohio Investor Education,” a community event hosted by the PBS affiliate in Dayton, OH.  The program included an opportunity to screen the documentary, “When I’m 65” and discuss issues around financial planning, financial...

Rolling with the Changes

Every year our Jones family tree comes together over the 4th of July holiday week to share hugs and conversation, and erase the physical and emotional distance that comes from living hundreds of miles apart from one another.  We look forward to this trip each year,...