Experiences or Material Purchases: Crafting Your Financial Blueprint for Happiness

Which is more important? Material possessions or experiences? Read this blog for the answer and the role of financial planning.

Considering a Move? What to Know About Estate and Inheritance Taxes

If you’re considering a move out of state, it’s important to know your new state’s estate and inheritance tax laws.

“This Time Is Different”: How We Can Persevere

We can apply a historical perspective to current events. We can also build a long-term financial plan that helps give us a sense of stability.

Financial PlanningBill StordahlFebruary 21, 2023Current Events, Recession, Layoffs, Optimism, Long-Term Plan, Retirement

Failure to Launch, Part 1: When Helping Your Adult Kids Hurts Them

When does empowering your adult children turn into enabling them? Here are some signs that having your kid move back home has turned detrimental.

Market Corrections: What to Do When the Next One Hits

Here are some dos and don’ts for preparing for and riding out a market correction.

Investment ManagementBill StordahlJuly 30, 2021Bear Market, Market Correction, Retirement, S&P 500

Is Buying a Vacation Home a Good Retirement Investment?

You’re hankering for a second home in retirement. Whether you see it as your home away from home or as another source of income, here are points to consider before you buy a vacation home.