David's Family Finance

Solving The Money Problems In Your Marriage

Now, I'm not a marriage counselor, but having a financial professional who is able to clearly set out steps and guidelines to follow in order to reach agreed-upon financial goals, can lessen the number of arguments that go something like, "We can afford it!" "No, we can't!" [...]

Looking Beyond The Fiduciary Stamp Of Approval

This new rule paints the industry with a broad stroke and it's your job to dig through the details and find out what your advisor is required to do, and if they are the right advisor for you. In order to help you folks do that, I thought we would take the time we have together this week to suggest some questions to ask that may help you through this discovery process. [...]

Why Borrowing From A 401(k) Might Not Be The Best Idea

The way in which money is withdrawn from a retirement plan, and overall portfolio, can make a huge difference on a retiree’s tax burden. And, frankly, the combination of the distribution plan and the investment plan will often dictate a portfolio’s sustainability. [...]

It's Time To Stop Reacting, Start Anticipating

The ability to anticipate is something that has helped me avoid a lot of hurdles in my life, but it is also a lesson that I have used a lot in my planning philosophy. This was true on the athletic field and is true in the financial ring. [...]

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