Financial Planning Archive
Jason Zweig Is Right: You Probably Already Have $1 Million But Act Like You Don’t
by Mitch TuchmanI’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
by Sally BrandonAs 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
by Mitch TuchmanIt’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
by Drew Pratt, CFAEvery 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
by Christie Whitney, CFP®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
by Mitch TuchmanThe 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.
by Mitch TuchmanIt’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
Ashton Kutcher Is Leaving Nothing To His Kids. Should You Do The Same?
by Mitch TuchmanThe actors Ashton Kutcher and Mila Kunis plan to leave nothing to their kids — at least nothing unearned. Kutcher, who starred with Kunis on the popular sitcom “That ’70s Show,” recently declared that he and his wife will give… Continue reading
Changing Jobs? Before Leaving, Don’t Forget This Money Move
by Mitch TuchmanAmericans change jobs a lot — more than a dozen times over a career. A new opportunity beckons, across town or across the country. Cake is consumed and co-workers hand you a card scrawled with cheerful goodbyes. Your boss says… Continue reading
