What I learned from My Trip to Disney World

Paul FennerPersonal Finance

Walt Disney World

Whenever I go on a trip it typically turns into a research or fact-finding adventure for me.  Recently my family of six headed south to Disney World in Florida.  I have personally owned Disney stock for nearly ten years and had been to Disney World twice, once as a child and another as an adult in my late 20’s.  While … Read More

The Disciplined Pursuit of Less

Paul FennerPersonal Finance

As another holiday season winds down, this HBR article titled The Disciplined Pursuit of Less definitely caught my eye.  To my surprise, this article is actually about life choices and, more specifically, career choices.  In the piece by Greg McKeown, CEO of THIS Inc, McKeown argues that “success is a catalyst for failure.”  McKeown goes on to point out why successful people and organizations … Read More

How To Find Work That You Love

Paul FennerPersonal Finance

One of the topics that I discussed in a presentation that I gave on 401(k) & 403(b) rollovers is that you have multiple options.  However, before you decide what option may be best for you, I encourage people to sit down and answer the following three questions: What worries you about your financial future? How do you envision your life? … Read More

Financial Planning for People Who Get Married Later in Life

Paul FennerPersonal Finance

Empty Nest

Financial planning for people who get married later in life tends to be a bit more complicated due to divorce, children, debt, and assets that people who marry younger tend not to deal with.  However, anyone ready to walk down the aisle needs to pay serious considerations to both lifestyle and finances that can impact both families.  There are a … Read More

How The Happiest People In The World Spend Their Money

Paul FennerPersonal Finance

When it comes to wealth planning, your spending plan is an overlooked component of how successful you will be in achieving your plan.  But not why you may think. Aligning your spending to what you value is one of the critical aspects of achieving your wealth management plan.  Spending on what supports your values, cost aside, helps you buy into … Read More

How a Family Office and Wealth Management Plan Can Help You

Paul FennerPersonal Finance

TAMMA Family

The best wealth management plan has nothing to do with “outside forces” beyond your control, but rather everything to do with what’s most important to you.  Instead of feeling overwhelmed by the supposed complexity surrounding financial decisions, a straightforward wealth management plan can bring clarity and peace of mind about which strategies will work best for your particular situation. Behind … Read More

How to Develop Your Own Personal Financial Statement

Paul FennerPersonal Finance

Does this sound like you, “We don’t have any money at the end of the month.  We’re not saving enough or investing anything for retirement, and we’re going to be sending our daughter to college next year.” Your money follows your personal interests.  What you spend your money on shows what is important to you.  So, if you change what … Read More

Eight Tactics That Can Help You to Prepare for a Recession

Paul FennerPersonal Finance

At one point during my corporate career, I was unexpectedly transitioned out of my current role.  At the time, my four kids were five or younger, and I had no idea what I would do.  At that point in my life, I, unfortunately, allowed my career to define a large part of who I was. The economy doesn’t have to … Read More

Spring Clean Your Finances; 5 Ways to Get Organized

Paul FennerPersonal Finance

Now that we have made it through another tax season, it is finally time to look forward to Spring.  Although, depending upon where you live, the spring season could be fleeting as they often are in the state of MI.  Regardless of the weather, Spring from a financial calendar standpoint means it time to get organized. Not having all your … Read More

How The CARES Act Could Impact You

Paul FennerPersonal Finance

With the passing of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, I wanted to highlight a few of the critical points that could impact you and your family. Tax Rebates Taxpayers with no tax liability would receive $600, and the amount increases dollar for dollar for those with a tax liability up to $1,200 for individuals. For married … Read More