Welcome to 2020: Hindsight and Vision

This time of year we often look back over the past 12 months, and as we close out 2019, we also close out a decade. Time goes by in the blink of an eye, and the past ten years are only different in that there has been more change than ever before. That will only be exceeded by […]

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The Future You

Research shows that one of the reasons we have a hard time planning and saving for the future is that we lack a connection to our future selves. We can’t – or won’t – picture ourselves as older. Our youth-obsessed culture draws the picture of an elder you as wrinkled, frail and infirm, rather than […]

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Breaking Down the 2020 Debates: Health Care

Whatever you might think about politics and politicians, decisions made in your state house, the White House and houses of Congress have an impact on you and your personal finances. I’m writing this mini-series to break down the issues that come up during the Presidential debates in the months leading up to the 2020 elections. […]

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Labor Day and Investing in YOU

We’re in an era of constant change. As soon as you buy one thing, there’s a newer version. In the old I Love Lucy television show, Lucy asks the question: “If everything now is new and improved, what was it before? Old and lousy?” In the same way store shelves are continually restocked with the […]

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Inverted Yield Curves, the Next Recession, and You

I initially started this post two weeks ago, after we woke up to the news of Dayton and El Paso, which made it feel like the world was falling apart. That shock was followed by China’s devaluation of its currency, a different kind of shock, and the financial world seemed like it was falling apart, […]

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Lessons from Apollo 11 at 50

This weekend, the Apollo 11 moon landing celebrated its 50th anniversary. The event was just on the edge of my personal history: I was five (and a half – back when counting halves was important). The experience of Apollo 11, and the missions that came after, shaped me and the way I see the world. […]

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A Mother’s Day Wish List

My mother was a strong and resilient woman, creative and resourceful, quick to help and even quicker to laugh. I adored her.  People often commented that she’d had a hard life, and she always countered that it was full of interesting experiences. I loved the stories she told about her life, but I also wished […]

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Valentine’s Day Planning

If all the pink hearts and chocolates you’ve been seeing in stores since just after Christmas weren’t enough of a giveaway, it’s Valentine’s Day. The first conversational candy hearts were crafted by the New England Confectioners Company in 1866.  Yes, that means we’ve been doing this for over 150 years.  And this year you probably […]

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Planning for Joy

Yes, losing 10 pounds might bring you joy when it happens. Giving up red meat and quitting smoking will help improve your health over time. Saving more money will result in meeting financial goals sooner, or with greater confidence, and you know I’m going to encourage this, but it won’t happen overnight. I cannot object […]

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Blind Spots and Seeing the Whole Picture

I’m a huge movie buff. In a different life, I would have been behind a camera, capturing people’s stories on film. One of the best stories I’ve seen on film is a movie making the festival circuit this year, Blindspotting. Daveed Diggs of Hamilton fame, along with longtime friend, poet and fellow actor Rafael Casal, […]

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