Jonathan Clements is a longtime former columnist for the Wall Street Journal, editor of the HumbleDollar blog, and author whose latest book, From Here to Financial Happiness, comes out in September. I’ve long been a fan of his, and I appreciate his list of 41 Twitter-length truisms that pack a lot of wisdom into a […]
106 Things We Do For Clients, No. 89
No. 89 of 106 Things We Do For Clients Educate you on estate planning issues.
Principle of Bureaucratization
A client recently told me about her first medical checkup after becoming eligible for Medicare. “The doctor said things like, ‘They require us to fill out this form,’ and ‘This test is covered every three years, so we can’t do it this year.’ I’ve gone to this doctor for ten years. I’m the same person […]
106 Things We Do For Clients, No. 88
No. 88 of 106 Things We Do For Clients Educate you on retirement issues.
Passive Investing, Like Buying Used Cars, Is Wise Strategy
Need a car? Buy used. It’s what I always do. My sweet spot is a low-mileage vehicle two or three years old, which I routinely can find for 25% to 35% less than the original cost. I recommend this strategy to my clients, staff, and friends. If everyone followed this advice, you’d think the approach […]
