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Category: Top 10 List

Financial Advice for Normal Folks

Everyone should have access to financial advice, right? I think we can all agree on that — or at least we can agree that it would be a good thing if we all had some way to obtain financial advice. But the world in which we live does not offer […]

Top 10 Things to Know When Helping a Loved One Deal with a Big Medical Issue

Most of us, at one time or another, will help a loved one deal with a serious medical issue — help guide our loved one through a big, gnarly medical journey involving hospitals, doctors, nurses, big medical machinery, constant beeping sounds, tubes everywhere, constant blood draws, yucky bed pans, clean […]

Top 10 Ways to Be Smart When Helping Loved Ones Journey Through the Medical Services Industrial Complex

One of the central roles of a financial planner is that of being a guide — of helping clients find and then take their own unique, and hopefully best and brightest, path through the external financial world out there. We are, after all, all of us forever in its force […]

Top 10 Things that Suck Cash

My first boss (from back in my lawyering days) early on told me that growth sucks cash, by which he meant, if a client decides to grow a company, you had better tell the client that s/he client had better be prepared to spend some serious money. My boss’s phrase […]

Top 10 Financial Don’ts

Here I am, doing Top 10 lists this week, and in my morning reading I come across this in the Washington Post: Group releases list of 90 medical ‘don’ts’ Don’t use feeding tubes in patients with advanced dementia. Don’t use drugs to aggressively treat diabetes in those older than 65. […]