Financial Planning

Raising Money-Smart Kids: Part Two outlines action items to help parents adjust their children’s money personalities. If readers recall, I outlined the four types of money scripts and how parents can identify them through a simple online exercise. Here is […]

In Five Ways to Raise Money-Smart Kids: Part One, I explore practical methods and teachable moments to help young children and teens build their fiscal muscles with ongoing help from mom and dad. First, financial literacy is fair or average […]

The Retirement Transition Plan: Day One is a blueprint for moving forward in your new retirement adventure. First, keeping a foothold on the habits of a working past is a vital psychological comfort factor for new retirees. Those who passionately […]

As a small part of the recent omnibus bill, the SECURE Act 2.0 is now a reality. Investors need to know about H.R. 2954 and additional provisions to enhance retirement readiness. The SECURE Act 2.0 is the combination of three […]

Financial plans are failing along with the economy. In part-1 we review the retirment mistakes that investors are making and the fules to follow.

Financial plans are failing along with the economy. In part-1 we review the retirment mistakes that investors are making and the fules to follow.

The rather “Pavlovian” response to Central Bank interventions has led investors into a false sense of security with respect to the risk being undertaken. Here are the 15-investing rules to win the long-game.

We are in the winter of household finances. The "Fourth Turning" is upon us, as we explore how to navigate an uncertain future and maintain financial stability.

There are 5 ways financial friction destroys wealth. What you need to know.