Financial Planning Challenges for Corporate Executives
By Russell Holcombe, MTx, CFP® “What do you think?” she asks with a rhetorical tone. I look at the numbers, but we both know what they’re telling us. I...
By Russell Holcombe, MTx, CFP® “What do you think?” she asks with a rhetorical tone. I look at the numbers, but we both know what they’re telling us. I...
By Russell Holcombe, MTx, CFP® One of the hallmarks of any successful financial outcome is a strong and realistic...
Read moreBy Russell Holcombe If you’re like most employees, you’ve probably heard about the importance of a 401(k) plan from...
Read moreBy Russell Holcombe, MTx, CFP® Working for a startup can be an amazing opportunity. Being at the cutting edge of...
Read moreBy Russell Holcombe, MTx, CFP® Do you know how hard it is for an ambitious 8-year-old to find a job? Thankfully, I was...
Read moreHere’s an investment opportunity for your consideration. It’s managed by an investment committee that seeks to...
Read moreAt Holcombe Financial’s recent client learning event about “Behavioral Biases and Their Investment...
Read more“Experience is the worst teacher. It gives the test before giving the lesson.” Unknown The book “What I...
Read moreYes, but not in the ways that most people think. When someone experiences a liquidity event, it is often accompanied...
Read moreCorrected as of May 11, 2015. Original draft blog was inadvertently published April 29, 2015. Divorce is never easy and...
Read moreOn our annual ski trip, we decided to ride the California Zephyr, which cuts an unimaginable path through the Rockies....
Read moreThe last five years have been nothing more than spectacular for those that endured the stock market collapse of...
Read moreI have written about retirement before, even arguing “Don’t save for retirement” at times to make the point that...
Read moreThe Wall Street Journal posted a video of an imaginary couple making $400,000 and how they would still only ‘just get...
Read moreThe list below (Source: WSJ / Phoenix Marketing International) shows the number of households with at least $1 million...
Read moreA policeman sees a drunk searching for something under a streetlight and asks what he has lost. The man answers he has...
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