Month: July 2017

What Jordan Spieth Can Teach Us About Investing

For the non-golfers you may ask, “Who is Jordan Spieth?”  But like Michael Jordan and Derek Jeter, Jordan Spieth is one of those characters who nearly everyone now knows, golfer or not…sports fan or not.

JordanSpieth

Jordan Spieth is, of course, the 23-year old professional golfer who is nearly topping the record books with his winning of three major professional golf tournaments before the age of 24.  His win at “The Masters” back in 2015 (at age 21) was almost as publicized as the Cubs winning the World Series.  At the end of that same season, he won the season-long (nearly 11 months) “FedEx Cup” which comes with a bonus of… $10 million. Continue reading “What Jordan Spieth Can Teach Us About Investing”

Hawaii 5-0: A Clarification

Clarification:

I received a number of inquiries regarding my comment highlighted below in green.  

  • The reason I said, “…I am working on ALL of them except #3 & #4…” is because I was able to achieve #3 — maxing out on retirement contributions to a 401k and IRA — long ago in my late 20’s.  Being able to achieve this goal was often at great sacrifice involving less leisure travel, not owning car for the first 10 years after college, and choosing small (VERY small – and cheaper) apartments in New York City.  I have remained committed to maxing out my retirement contributions over the years into the present and I pass along this advice to “max out” at every appropriate opportunity.

Continue reading “Hawaii 5-0: A Clarification”

Hawaii 5-0

Turning the “Big 5-0” is something that can be celebrated or dreaded.  For me, I chose celebration — in Hawaii just recently!  I truly believe that life keeps getting better with the turning of every year.  Perhaps someday the experience will change, but so far so good.

hawaii

Various milestones whether it be reaching a certain age, job position (change/ promotion/ retirement), family stature (marriage/ parent/ grandparent), or even sporting achievements…deserve to be recognized. Then, along with recognition comes reflection. Of course, for me, having chosen to manage peoples’ financial lives as a profession, reflecting a great deal on the future comes naturally.  My husband may even say that I drive him nuts “reflecting” on the things we need to be doing today and over the next 10-15 years to make retirement a reality. Continue reading “Hawaii 5-0”