Have you seen the commercial for Crypto.com? Actor Matt Damon walks through a sort of virtual museum, making solemn observations as we watch human …
What About That 80% Rule?
A client called me last month to ask how much income she should have to retire. She said she’d heard of the “80% rule,” which says you should …
The High Price of Hogwash
Inflation is much in the news. Oil & gas prices are up. Housing prices have boomed. Commodities are higher than a year …
How Much Bitcoin Should Be in Your Financial Plan?
Let’s skip the suspense: In nice, round numbers – the roundest number, in fact – 0% of your financial plan should be in Bitcoin. I received …
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How Dead Is Bernie Madoff?
Bernie Madoff, who in 2008 admitted to one of the biggest investor frauds in history, died in federal prison last Wednesday. As …
Katerina Wiese Featured in the Midlands Business Journal
The Midlands Business Journal featured our own Katerina Wiese, Vice President & CERTIFIED FINANCIAL PLANNERTM professional in a recent …
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