It has been almost a year since I decided that I would try to go all of 2015 without purchasing stuff. Studies on money and happiness say money is best spent on experiences, time-saving services, and gifts to others than …
Why I Obtained the Retirement Income Certified Professional Designation (RICP©)
I just acquired the RICP© designation from the American College of Financial Services. I spent over 100 hours studying and listening to online lectures to better help my clients with the most expensive purchase of their lives: retirement. I knew …
Regrets of Owning a Second Home
I am a fifth generation Texan and it has long been ingrained in me that real Texans have ranches and clear brush and shoot targets on the weekends. I grew up in a nice area of West Houston where it …
Update to File and Suspend Rules
On Monday, November 2, the President signed the budget bill that has a significant impact on how retirees will be able to claim Social Security. Michael Kitces, Publisher of the Nerd’s Eye View, has written a very comprehensive blog post …
