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 across the globe. Per insights from the recent Standard & Poor’s Global Financial Literacy Survey: […]
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 redefine the worth of their human capital and find ways to share years of wisdom […]
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 separate bills. First, the bipartisan measure is a strong incentive for diligent savers and […]
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.
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.
Should you do a ROTH IRA conversion, take money out of your 401k plan, delay an RMD. These are all the questions, and more, we are answering this week in Financial Planning Corner.
Russell Napier's classic tome "Anatomy of the Bear" is a mandatory study for every financial professional and investor who seeks to understand not only how damaging bear markets can be but also the traits which mark their bottoms. Every bear market from 1921, 1932, 1949 and 1982, all carried several common traits which can help identify when their over.