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How Do You Protect Your Finances From Yourself As You Age?

One of the saddest experiences for a financial advisor is watching an elderly client decline and, despite our best efforts, being unable to protect them from themselves. I wrote in 2007 about an elderly client who fired me when she was failing cognitively but still...

Save Money With An Annual Subscription Audit

How much do you pay every month for invisible stuff you don’t use? I’m referring to subscriptions or memberships for things like music streaming, movies, software, magazines, gyms, shopping clubs, and other services or online resources you may have forgotten about....

From College Fund to Retirement Nest Egg – Tax Free

When each of my children was born, I had their application for a 529 college fund filled out, mailed, and funded with the first $100 before they were released from the hospital. I dutifully funded those accounts monthly for years, until they accumulated enough to fund...

Blackstone’s Beleaguered Real-Estate Fund Stems Exodus

Blackstone’s Beleaguered Real-Estate Fund Stems Exodus By Peter Grant April 23, 2024 For signs that the turbulent commercial real-estate market is beginning to stabilize, look at Blackstone’s largest real-estate fund, known as Breit.  The firm was able to...
Golden line: See what cell providers offer senior discounts

Golden line: See what cell providers offer senior discounts

Golden line: See what cell providers offer senior discounts By James Powel April 21, 2024 As inflation ticks up, there are one group of people who may have a coupon printed right on their drivers license: seniors. Some, such as Farm Forum financial columnist Rick...