Creating a Top-Down Plan That Sticks

Creating a Top-Down Plan That Sticks

Imagine building this bridge with no pics and no plan.  No research, no second opinions. This is what we mean by Top-Down – starting from “what it looks like” to adding in all the details, to adjusting with improvements that make it better.  In this blog we use the...
Making the Second Million

Making the Second Million

In looking back and planning ahead, I realized that in the year 2000, I had a million dollar estate.  This included about $250k in real estate, $250K in IRAs, and about $500K in stocks, bonds, and money market account.  This helped me get comfortable with leaving a...