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By

Andrew Crosby
Labor Day
“Where love is there is no labor; and if there be labor, that labor is loved.” — Jane Austen   Another Labor Day is now upon us and many may be spending this holiday either going for a second cheeseburger, dusting sand off from the beach, or filing away the receipts after a bit of...
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Not all debt is created equal, nor is all debt inherently bad. In times when financial wellness and financial fitness programs are all the rage, it may seem odd for a financial planner to not see all debt as this terrible looming shadow. The reality is that debt can be a useful tool when used...
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Becoming a caregiver for a friend or family member is often a selfless act, but it does not always have to be a thankless one. Caregivers often give up much of their time, energy, resources, and even careers to take care of someone who needs help taking care of themselves. Caregiving does not discriminate as...
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Do you, a friend, or a family member, find yourself instinctively adjusting your portfolio or approaching your finances in a certain indescribable way? Do you often have great difficulty listening to new financial philosophies, or even become aggressively defensive of a particular strategy that you have held to for months or even several years? If...
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Healthcare Professionals
We are living in unprecedented times. For many of us, our daily routines might have changed, such as trading the commute to work for the pajama bottoms meeting. However, for many in the community, life continues on without too many difficult adjustments. There is a certain group of individuals out there, who have never had...
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safety
For weeks, anxious investors have had to endure headlines that conjure memories of the 2008 Financial Crisis. During these times of market volatility it is important to keep the situation in perspective, and while the headlines of today may seem unprecedented, panic can have unintentional consequences.   The latest news coming out for the coronavirus...
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So you have worked your entire adult life and you are preparing your speech before the water cooler because now is the time… time to retire!   In our previous post on the “History of Retirement”, we explored that the idea of retirement had actually been around much longer than might be expected. However, the...
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“Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes”.  – Benjamin Franklin   Benjamin Franklin was one of the greatest “Renaissance” men of his generation, adept at everything from science to politics, he was also known...
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Back to School
In the 1986 hit comedy film Back to School, Rodney Dangerfield plays a self-made plus-size clothing magnate Thornton Melon. In the film, despite all of his success, he comes to regret not taking the words of his father, “If a man has no education, he’s got nothing”, more seriously. With his home life in disarray,...
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History of Retirement Part 2
This is the final part of our series My Financial Coach Presents: History of Retirement. Click Here to start at the beginning and view our video and timeline as well.   Trouble in Pension Paradise   By the 1950s, almost 10 million American employees, or around 25% of the private workforce had a pension. In...
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