Social

Financial Stress in Times of Transition

Stress is what happens when something you care about is at stake. This definition comes from Susan Bradley, CFP, author of Sudden Money and a specialist in the financial aspect of life transitions. The stress around these transitions is a common reason that people seek out financial advice. We tend to be driven to consult […]

Continue Reading 0

Medicare For All, Taxes for All

As the recent debates among the Democratic presidential candidates emphasized, the idea of government-managed health care is gaining popularity. “Medicare for all” or some form of “free” universal health care is certainly an appealing idea. Who among us wouldn’t appreciate someone else paying our medical bills?

Continue Reading 6

Plan B For Aging a Lifesaver for You and Family

Your family day at the lake is interrupted by a thunderstorm. You’ve planned the perfect outdoor June wedding, but unseasonable cold will have the bridesmaids turning blue. You and your spouse have to cancel a romantic weekend getaway when the kids come down with chicken pox. In cases like this, having a “Plan B” can […]

Continue Reading 1

Play Wisely With FIRE Movement

“What do you think of the FIRE movement?” a reporter asked me recently. I told her I was ambivalent about it. The FIRE acronym in this context stands for “Financial Independence, Retire Early.” While a Harris poll done in late 2018 found most people over 45 had never heard of the FIRE movement, it apparently […]

Continue Reading 0

Your Financial Planner Replaced By A Computer

If Ken Fisher is right, in the future you will be talking to a computer about your asset allocation and loving every minute of it. Fisher has built Fisher Asset Management into the largest fee-only investment advisory firm in the US, with over $100 billion under management. Speaking at the Investment News Innovation Summit in […]

Continue Reading 2