Insights
From the Team
Our thoughts on finances, planning, and life in general.
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Legoland
For Christmas this year, our oldest ask Santa for one thing, and one thing only, a Lego Unicorn. After searching the internet far and wide, the only Lego Unicorn we could find was at Target for $9. We bought this, plus a Star Wars X-Wing that was put in my stocking, and they were both...Recent Insights
Fishing With Dynamite
As I alluded to in a previous article, I was very much looking forward to the Genesis Invitational PGA event being held down the street from me. There are so many reasons to love PGA events, even for the non-golf nuts; beautiful landscapes, house snooping, food, drink and lounge areas to name a few, but…
Making Cents: Temporary Renting of your Personal Real Estate Has Many Possible Risks
Whether it’s called home or room sharing, short term rental arrangements (or whatever the regulators ultimately call it), millions of people have jumped on the bandwagon of either renting or advertising rooms for rent for as short as a single night. This may work wonders for your cash flow if you need extra money, but…
March 2024 Investment Update
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Legal counsel should be consulted for specific advice or recommendations about any individual’s personal legal circumstances. Investment and financial planning advice offered through US Financial Advisors, a Registered Investment Advisor.
Stop that Train
Just a few weeks back, our oldest, Natalie, asked us if she could take a train ride because she has only seen them and not been on one yet. Not like we avoided it – it just hadn’t happened yet! Then on a bright and sunny Saturday morning, we decided to check the commuter rail…
How to Avoid a Financial Family Feud
All too often families fight about money. Commonly these feuds begin over real estate, family businesses or care decisions for aging parents. No parent’s dream for the future of his or her family includes disownment or troubles among the siblings, yet parents are most often the ones to blame for the problems. Preventing future feuds can…
Making Cents: There’s More to Risk than Losing Money
When most people think about financial risk, losing money is what they think about. Memories of the real estate investment or stock investment that didn’t work out as hoped may still be stuck in your mind. But risk is much broader than just losing money, and the more money you have, the more likely it…