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Are You Guilty of “Peanut Butter Philanthropy”? How to Overcome Your Best Impulse and Give Strategically
The so-called “Peanut Butter Manifesto” written by a Yahoo! Executive in 2006 gave us a term that hasn’t worn thin yet. The “Peanut Butter Approach” is a derisive term used in business to describe spreading anything – money, energy, time – too far and too thin to be effective or useful.
In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.
But when the SECURE Act goes into effect – expected on Jan. 1, 2020 – beneficiaries will have to fully distribute taxable accounts within 10 years of the account holder’s death. That could push your loved ones into a higher tax bracket.
The Power of ‘Emotional ROI’ Through Charitable Giving
Return on Investment (ROI) is a term you learn about 5 minutes into your first class in business school. Maybe the business model is elegant and the organization is streamlined, but that all begs the question: what is the ROI? How much will we make?
How to Think Three-Dimensionally About the Rent or Lease or Buy Question
There’s more to this central question – rent/lease versus buy – than simply the numbers in your bank account. What you don’t spend in cash, you may spend in time and energy; what you save in this market you may pay for a year from now when the market is depressed.
3 Retirement Potholes (and How to Avoid Them)
The retirement planning process is full of potholes – they seem to pop out of nowhere and can do major damage if you’re not careful. In my years as a financial guide, I’ve put in a lot of man-hours helping people avoid financial potholes. The danger is real and the monetary bruises take a w …
What Is the Yield Curve and What Does It Tell Us?
If you’ve paid attention to market prognostications over the last year, you’ve likely heard the term “yield curve.” The yield curve has become the center of attention for explaining the economy and markets, which is why our financial advisors always seem to be answering one question: What i …
