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    02 Feb '21

    Financial Rubbernecking – Part 3: Retirement Accounts

    How do your retirement savings stack up? Are you accumulating retirement assets faster than your peers? This is the third posting in a series exploring these types of questions. (See Part 1 – Income; See Part 2- Net Worth) Every three years I look forward to the latest Federal Reserve Board’s Survey of Consumer Finances […]

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    By Wealth45
    • 401k Plan, 
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  • U.S. default on National Debt
    24 Oct '19

    How the USA will default on the national debt

    Once upon a time, politicians paid lip-service to the idea that our country should operate with some semblance of fiscal responsibility. It’s almost comical to look back at Ross Perot’s presidential runs in 1992 and 1996 when he used flip charts to rally against government debt. Back then the United States had a national debt […]

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    By Steven Geri, CFA
    • Financial Planning, 
    • Investments, 
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    • Macro Economics
  • Financial Ribbernecking - how do you stack up?
    11 Mar '18

    How Do You Stack Up?

    Employees at technology companies—as a group—are highly compensated. Nonetheless, it may not feel like it, given the high cost of living in tech hubs like Seattle or the San Francisco Bay Area. To keep grounded in reality, I look forward every three years to the Federal Reserve Board’s Survey of Consumer Finances for the latest […]

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    By Wealth45
    • Compensation, 
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    • Retirement
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  • 06 Jul '17

    You’re Having a Baby!

    A new child impacts most parts of your life. Sleep deprivation may be the most immediate and directly-felt impact, but there is also a significant change to your finances. The decision to have a child is a major milestone and defining moment in life. And as with all major life changes, being aware of the financial […]

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    By Wealth45
    • New Parents
    • Budget, 
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    • Parents
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Guide individuals and families on their journey to financial independence and help prepare investors to be savvy in the management of their personal wealth.

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Guide individuals and families on their journey to financial independence and help prepare investors to be savvy in the management of their personal wealth.
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From The Blog
  • How Much Wealth Should You Have by Age 45?
    September 6, 2020
    No replies
  • Financial Rubbernecking – Part 3: Retirement Accounts
    February 2, 2021
    No replies
  • Financial Rubbernecking – Part 2: Net Worth
    January 12, 2021
    1 reply
  • Financial Rubbernecking – Part 1: Income
    December 7, 2020
    2 replies
  • Should I Invest Internationally?
    October 12, 2020
    No replies
  • Are TIPS a Good Investment – Inflation Hedge Series
    September 28, 2020
    No replies
  • Are Amazon and Google technology companies?
    September 17, 2020
    No replies
  • Target Date Retirement Funds
    July 31, 2020
    No replies
  • A Recovery for the Ages
    July 10, 2020
    No replies
  • Rule of 72
    June 24, 2020
    No replies
  • Now What?
    April 8, 2020
    No replies
  • Five Predictions For 2020
    March 23, 2020
    No replies
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