Blog Posts


The 3 Retirement Vital Signs: How to Calculate Them and What They Mean

By Byron Ellis October 9, 2018

“It’s the little details that are vital. Little things make big things happen.” – John Wooden When you visit the doctor, what’s the first thing the nurse does? Puts you on the scale, takes your pulse, measures your blood pressure. These are known as ‘Vital Signs,’ and they measure them for a very simple reason… They are super quick and easy ways to assess your health. Not comprehensive, more like a snapshot. The doctor wants to know, ‘is the patient basically healthy? Or showing obvious…
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3 Tips to Tackle the Father-Daughter Shopping Date

By Byron Ellis October 2, 2018

“It is admirable for a man to take his son fishing, but there is a special place in heaven for the father who takes his daughter shopping.”  – John Sinor Doing Money Right subscribers loved our article on back-to-school shopping tips for saving big bucks. But I also got some feedback that took me by surprise. “We want to hear more about your father-daughter shopping date!” When my daughter was in elementary school, she and I figured out how to take what’s usually a stressful…
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‘I have incurable cancer…what should I do now?’

By Byron Ellis September 26, 2018

How to Achieve Financial Peace of Mind for When the Time Comes “The best preparation for tomorrow is doing your best today.” ― H. Jackson Brown Jr., ‘P.S. I Love You’ Today I heard some awful news. Dear clients of mine, in their early 70s, met with me. I was expecting our usual banter, catching up on our lives, our families. I’ve known this couple for almost 20 years, and I always look forward to our visits. They’re more than clients. They’re friends. But today…
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The 4 Causes that Contribute to Poor Investment Decisions

By Byron Ellis September 18, 2018

“The four most dangerous words in investing are: ‘this time it’s different.’” – Sir John Templeton I have a friend who grew up in New England, and I always assumed he liked to ski. Then one day he told me he’d only skied once in his life… …but it was enough to turn him off skiing for good. Why? He only made it about 20 feet downhill before he flipped over and broke his leg! That got me thinking. When it comes to investing, we’re…
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4 Secrets to a Fulfilling Retirement

By Byron Ellis September 11, 2018

“You are never too old to set another goal or to dream a new dream.” Anonymous “Byron, I think I’m ready to retire,” said a friend of mine. “If you don’t mind, can I ask you a professional question?” (This friend and I have always kept our friendship personal—no business.) “Absolutely!” I said. He’d shared with me recently that he enjoyed my articles, so I was aware retirement had been on his mind. “Is there a secret sauce?” He laughed at the confused look on…
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