fbpx

Just Ask Scrooge: Therapy Has Higher Happiness Value Than More Money

Watch this video on YouTube It isn’t how much you earn that makes you rich, it’s how much you keep—your net worth. And it isn’t how much you are worth that makes you happy, it’s what you spend it on. Charles Dickens’s fabled Ebenezer Scrooge embodied this truth....

Dating? Do Ask and Do Tell About Money

Watch this video on YouTube One of the challenges at the beginning of a romantic relationship is having “the conversation” about one of most important issues for any couple: money. What is okay to ask a potential partner about money, and when? How do you...

Mistiming the Market Roller Coaster

Watch this video on YouTube “Retirement Investors Flock Back to Stocks” was the front page headline of The Wall Street Journal on May 2, 2014. I retweeted it to my Twitter feed, adding, “Just In Time To Ride Them To The Bottom Again.” Five...

Does Income Equal Wealth? Not Necessarily

Watch this video on YouTube “How much money do you make?” We don’t ask people that question, but we’d love to know the answer. In this country, we’re fixated on a person’s annual income. That’s the primary measure we use to...

Rick Cited in Wall Street Journal on Best Assets to Leave to Heirs

When you plan the best strategies for withdrawing money to fund your retirement, one factor to consider is which types of accounts are best to leave to heirs. An article by financial writer Andrea Coombes in The Wall Street Journal (June 2 online and June 3 in the...