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How small inconveniences suddenly turn into major catastrophes

Last updated on: August 12, 2020 by David Lewis Filed Under: Financial Planning, Risk Tagged With: financial planning, risk management

When Hurricane Isaias came up the coast, we temporarily lost power. Normally, it’s not a big deal because… people still go to work, emergency power systems normally come online for big commercial buildings, and life goes on.  But… most people are working from home these days. And… most people don’t have backup generators. They also […]

The myth of financial planning

Last updated on: August 19, 2020 by David Lewis Filed Under: Financial Planning, Risk Tagged With: financial planning, risk management

That’s the way it usually happens… Someone will send me a document they received from their investment advisor that basically says “your money will be worth this much in 20 years.” The document uses no guaranteed interest rate. Instead, it uses hypothetical projections.  Buried deep within those hypothetical projections are numerous assumptions… not just about how […]

That’s the idea that landed you in this situation to begin with

Last updated on: August 19, 2020 by David Lewis Filed Under: Financial Planning, Life Insurance, Risk Tagged With: financial planning, life insurance planning, risk management

I’ve been reading an article in The Washington Post about the fallout from the government shutting down the economy.  The article tells the stories of several people who lost their jobs and are teetering on the brink of homelessness.  One story was about a young woman who left her job because people at work kept […]

More money secrets from our honeymoonaversary, revealed

Last updated on: July 22, 2020 by David Lewis Filed Under: Retirement Planning, Risk, Saving Money Tagged With: financial planning, risk management, saving money

Just to recap if you’re new here… Many moons ago, my wife and I went on a honeymoonaversary. Since we didn’t go on a honeymoon (for reasons I won’t go into here), and instead went on our honeymoon on our anniversary, we combined the 2 into 1.  Anywho, here is the full recap from 2017: […]

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