Wealthinking Blog

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Welcome to Wealthinking

The purpose of this blog is to show what comprehensive financial planning looks like and feels like on the day-to-day.  Each post is drawn from the actual work we do with clients and is rooted in the best of current economic thinking. You'll see such traditional topics as finance, taxes, retirement planning, and investment management through the lens of what real people actually care about—their own personal hopes and dreams, navigating various life transitions, and understanding the world around them.  We’re glad you’re here and invite you to join the conversation.


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Wealthinking by Paula Hogan

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Checklist for Estate Planning: The Art of Creating Your Legacy



There was a wonderful presentation earlier this month at the Museum of Wisconsin Art  on The Art of Planning Your Legacy. It was part of an ongoing effort of the museum to boost community engagement and make the museum a living, breathing, welcoming gathering place.

Human Capital: The Job Market Gets Personal



As our nation weathers continued unemployment four years after the Great Recession officially ended, it’s interesting to think about the job market in the context of cultural and technological factors.  What’s changed? And where is the job market headed?Jobs aren’t just going overseas; computers and technology are transforming them.  But it isn’t quite that simple.

Back To School Time (For Your Personal Financial Planning)



Do you miss the childhood excitement of getting ready for the new school year--new pencils, new shoes--that ineffable sense of getting grounded in order to surge ahead into an exciting new beginning? What would it look like if this September you directed that energy to your finances?  

Do you trust what you get for free?



The web offers a lot of cool information for free.   Did you know that you are paying for it?

Big Data, Women's Suffrage, and Your Financial Planning



The 19th amendment to the U.S. Constitution was ratified on August 18th, 1920. That means that as of last Sunday August 18, 2013, women in our country have had the right to vote for 93 years. Awesome!  And thought-provoking.

Retirement Planning: Education Matters



While not particularly visible in the daily news, there are some very thoughtful people in academia working on how we all can best achieve retirement security in changing times. A group of them got together in Washington DC earlier this month for the 15th Annual Meeting of the Retirement Research Consortium (RRC) and I was fortunate enough to join them at the conference. 

401k Fees: What You Don't Know Will Hurt You



There is change afoot in the retirement plan industry.  Let's take a look at the financial planning implications. Here's the background:

How to Pick A Mutual Fund



In 2012, there were 3705 equity and fixed income mutual funds offered by the U.S. mutual fund industry.  Wow.  How do you tell one fund from another and how do you choose the ones that are right for your portfolio?

6 Tips for Older Adults: Talking With Your Adult Kids About Aging



Everyone is in favor of great intergenerational conversations, but who actually has them? 

Roth Conversions And Your Tax Planning



Here are the big ideas you need to know in order to understand why --and how much--you will owe in income tax when you convert traditional IRA funds to a Roth IRA. 

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