Financial Planning Archive

Everything You Need To Know About the CARES & SECURE Acts

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As we enter the next few weeks of the ongoing COVID-19 pandemic the headlines are sure to disorient and worry us all. Federal, state and local responses will unfurl in real time with varying degrees of effectiveness, further confusing matters.… Continue reading

 

Retirement Investors Have A Chance To Stretch Their Charitable Dollars 

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Tumultuous times like today’s COVID-19 pandemic tend to bring out the best in us, and you don’t have to look far to find examples: Canned food drives for local food banks, a surge in blood donation, and otherwise idled restaurants… Continue reading

 

Jason Zweig Is Right: You Probably Already Have $1 Million But Act Like You Don’t

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I’m a big fan of Jason Zweig, the Wall Street Journal investing columnist. His recent piece on bear market investing is a classic of financial communication: Use an easy metaphor to explain a difficult concept. In this case, Zweig explains… Continue reading

 

Everything You Need To Know About the CARES & SECURE Acts

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As we enter the next few weeks of the ongoing COVID-19 pandemic the headlines are sure to disorient and worry us all. Federal, state and local responses will unfurl in real time with varying degrees of effectiveness, further confusing matters.… Continue reading

 

Jane Fonda, Lily Tomlin And Dolly Parton Are Still Clocking In And Reinventing Themselves — Well Past Retirement Age

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It’s hard to fathom, but the box-office hit “9 to 5” starring Jane Fonda, Lily Tomlin and Dolly Parton made its debut nearly 40 years ago. The 1980 office farce classic is the tale of three women who kidnap their… Continue reading

 

A Foolproof, One-Move New Year’s Resolution Anyone Can Make

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Every January, a flood of people resolve to lose weight. Then they show up at a nearby gym for the first time ever. By February, everything settles down and the true gym rats are left to grunt in peace. That’s… Continue reading

 

Inheritance? Here’s Why Not to Pay Off Your Mortgage

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We all know the stories of famous athletes who go broke. And then there is the infamous “lottery curse,” where winners end up bankrupt a few short years after hitting the jackpot. Most folks think that they’re smarter than that.… Continue reading

 

The Surprising Thing About Amazon Founder Jeff Bezos And His Divorce

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The divorce of Amazon.com founder Jeff Bezos and his wife of 25 years, writer MacKenzie Bezos, made headlines for its outsize asset split — she walked away with $38 billion. Perhaps more interesting is that despite the huge dollars at… Continue reading

 

What Do Bella Hadid, Lil Wayne And Tom Hanks Have In Common? This Problem.

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It’s easy to think of celebrities as being above it all. Yet they have human bodies and the same frailties we all face, particularly as we age. The model Bella Hadid has Lyme disease. Rapper Lil Wayne is an epileptic.… Continue reading

 
    
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