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Pandemic Fraud About Greed, Not Capitalism

I pay a lot of attention to current events, both domestic and global, consciously choosing to consume a balanced diet of news sources that lean left, right, and in the middle. Even with trying to look at issues from both sides and be aware of my own biases, I still...
How often should your financial adviser be meeting with you?

How often should your financial adviser be meeting with you?

How Often Should Your Financial Adviser Be Meeting With You? By: Alisa Wolfson | May 2, 2022 Question: We need a new advisor. We are not wealthy and don’t have a high net worth, however, our combined married income is pretty decent, and we should have more in...

Why Are Bequests to Charity So Rare?

Based on my experience, American societal money scripts around estate planning appear to be “Good parents leave everything to family,” and “The more money I can leave my kids the better off they will be.” It’s not surprising, then, that estate...

Financial Infidelity: When Money Secrets Add Up To Betrayal

Someone who wouldn’t dream of betraying their spouse or partner by having an illicit affair may be risking the relationship in another way: by committing financial infidelity. Being financially unfaithful to a partner has the potential to be just as damaging to the...